Johnson Bixby & Associates’s Capital Group Core Bond ETF CGCB Stock Holding History

Johnson Bixby & 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	$61.7M	Buy	2,357,491 +173,460	+8%	+$4.55M	6.89%	4
2026 Q1	$57.4M	Buy	2,184,031 +139,251	+7%	+$3.7M	7.11%	3
2025 Q4	$54.2M	Buy	2,044,780 +2,030,891	+14,622%	+$54.1M	6.72%	4
2025 Q3	$369K	Buy	13,889 +5,617	+68%	+$148K	0.05%	86
2025 Q2	$218K	Hold	8,272	–	–	0.03%	115
2025 Q1	$217K	Hold	8,272	–	–	0.03%	107
2024 Q4	$213K	Buy	+8,272	New	+$217K	0.03%	110

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

Johnson Bixby & Associates's CGCB Position: Q2 2026 in Review

Johnson Bixby & Associates increased its Capital Group Core Bond ETF (CGCB) stake by 7.9% in Q2 2026, buying an estimated $4.55M and bringing the position to 2,357,491 shares worth $61.7M. The position accounts for 6.89% of the portfolio, ranked #4.

Johnson Bixby & Associates first reported a position in CGCB in Q4 2024 and has held it in 7 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Johnson Bixby & Associates held 2,357,491 shares of Capital Group Core Bond ETF worth $61.7M as of Q2 2026.
Johnson Bixby & Associates bought 173,460 Capital Group Core Bond ETF shares in Q2 2026, an estimated $4.55M.
Capital Group Core Bond ETF made up 6.89% of Johnson Bixby & Associates's portfolio in Q2 2026, its #4 holding.
Johnson Bixby & Associates first reported a position in Capital Group Core Bond ETF in Q4 2024 and has held it in 7 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.