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Keeler & Nadler Financial Planning & Wealth Management’s Capital Group Core Bond ETF CGCB Stock Holding History

Keeler & Nadler Financial Planning & Wealth Management’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 		$389K Sell
14,865
-1,394
-9% -$36.6K 0.11% 62
2026
Q1 		$427K Sell
16,259
-14,765
-48% -$392K 0.14% 59
2025
Q4 		$823K Sell
31,024
-23,699
-43% -$632K 0.29% 43
2025
Q3 		$1.45M Sell
54,723
-73,925
-57% -$1.95M 0.53% 32
2025
Q2 		$3.38M Sell
128,648
-55,832
-30% -$1.46M 1.35% 19
2025
Q1 		$4.84M Buy
184,480
+110,817
+150% +$2.88M 2.18% 16
2024
Q4 		$1.9M Buy
+73,663
New +$1.93M 0.89% 26

Other funds holding CGCB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's CGCB Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management reduced its Capital Group Core Bond ETF (CGCB) stake by 8.6% in Q2 2026, selling an estimated $36.6K and leaving 14,865 shares worth $389K. The position accounts for 0.11% of the portfolio, ranked #62.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in CGCB in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.84M in Q1 2025. 156 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • Keeler & Nadler Financial Planning & Wealth Management held 14,865 shares of Capital Group Core Bond ETF worth $389K as of Q2 2026.
  • Keeler & Nadler Financial Planning & Wealth Management sold 1,394 Capital Group Core Bond ETF shares in Q2 2026, an estimated $36.6K.
  • Capital Group Core Bond ETF made up 0.11% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Keeler & Nadler Financial Planning & Wealth Management first reported a position in Capital Group Core Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Keeler & Nadler Financial Planning & Wealth Management's Capital Group Core Bond ETF position peaked at $4.84M in Q1 2025.
  • 156 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.