Integrated Wealth Concepts’s Capital Group Core Bond ETF CGCB Stock Holding History

Integrated Wealth Concepts’s Portfolio CGCB Stock Details CGCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.97M	Buy	304,318 +174,510	+134%	+$4.58M	0.04%	423
2026 Q1	$3.41M	Buy	129,808 +25,453	+24%	+$676K	0.03%	558
2025 Q4	$2.77M	Buy	104,355 +29,557	+40%	+$788K	0.03%	448
2025 Q3	$1.99M	Buy	74,798 +28,005	+60%	+$739K	0.02%	676
2025 Q2	$1.23M	Buy	46,793 +11,352	+32%	+$296K	0.01%	819
2025 Q1	$931K	Buy	35,441 +5,967	+20%	+$155K	0.01%	861
2024 Q4	$760K	Buy	29,474 +14,890	+102%	+$391K	0.01%	943
2024 Q3	$393K	Buy	14,584 +6,333	+77%	+$169K	﹤0.01%	1195
2024 Q2	$213K	Buy	+8,251	New	+$212K	﹤0.01%	1490

Other funds holding CGCB

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Integrated Wealth Concepts's CGCB Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Capital Group Core Bond ETF (CGCB) stake by 134% in Q2 2026, buying an estimated $4.58M and bringing the position to 304,318 shares worth $7.97M. The position accounts for 0.04% of the portfolio, ranked #423.

Integrated Wealth Concepts first reported a position in CGCB in Q2 2024 and has held it in 9 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Integrated Wealth Concepts held 304,318 shares of Capital Group Core Bond ETF worth $7.97M as of Q2 2026.
Integrated Wealth Concepts bought 174,510 Capital Group Core Bond ETF shares in Q2 2026, an estimated $4.58M.
Capital Group Core Bond ETF made up 0.04% of Integrated Wealth Concepts's portfolio in Q2 2026, its #423 holding.
Integrated Wealth Concepts first reported a position in Capital Group Core Bond ETF in Q2 2024 and has held it in 9 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.