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J. Derek Lewis & Associates’s Capital Group Core Bond ETF CGCB Stock Holding History

J. Derek Lewis & Associates’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 		$12.8M Buy
489,323
+30,665
+7% +$805K 2.42% 13
2026
Q1 		$12M Buy
458,658
+75,667
+20% +$2.01M 2.71% 13
2025
Q4 		$10.2M Buy
+382,991
New +$10.2M 2.38% 13

Other funds holding CGCB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

J. Derek Lewis & Associates's CGCB Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Capital Group Core Bond ETF (CGCB) stake by 6.7% in Q2 2026, buying an estimated $805K and bringing the position to 489,323 shares worth $12.8M. The position accounts for 2.42% of the portfolio, ranked #13.

J. Derek Lewis & Associates first reported a position in CGCB in Q4 2025 and has held it in 3 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • J. Derek Lewis & Associates held 489,323 shares of Capital Group Core Bond ETF worth $12.8M as of Q2 2026.
  • J. Derek Lewis & Associates bought 30,665 Capital Group Core Bond ETF shares in Q2 2026, an estimated $805K.
  • Capital Group Core Bond ETF made up 2.42% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #13 holding.
  • J. Derek Lewis & Associates first reported a position in Capital Group Core Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.