Lantern Wealth Advisors’s Capital Group Core Bond ETF CGCB Stock Holding History

Lantern Wealth Advisors’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	$741K	Buy	28,322 +2,041	+8%	+$53.6K	0.34%	75
2026 Q1	$690K	Buy	26,281 +16,474	+168%	+$438K	0.35%	79
2025 Q4	$260K	Buy	9,807 +703	+8%	+$18.7K	0.14%	129
2025 Q3	$242K	Buy	9,104 +425	+5%	+$11.2K	0.13%	132
2025 Q2	$228K	Buy	+8,679	New	+$226K	0.14%	129

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

Lantern Wealth Advisors's CGCB Position: Q2 2026 in Review

Lantern Wealth Advisors increased its Capital Group Core Bond ETF (CGCB) stake by 7.8% in Q2 2026, buying an estimated $53.6K and bringing the position to 28,322 shares worth $741K. The position accounts for 0.34% of the portfolio, ranked #75.

Lantern Wealth Advisors first reported a position in CGCB in Q2 2025 and has held it in 5 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Lantern Wealth Advisors held 28,322 shares of Capital Group Core Bond ETF worth $741K as of Q2 2026.
Lantern Wealth Advisors bought 2,041 Capital Group Core Bond ETF shares in Q2 2026, an estimated $53.6K.
Capital Group Core Bond ETF made up 0.34% of Lantern Wealth Advisors's portfolio in Q2 2026, its #75 holding.
Lantern Wealth Advisors first reported a position in Capital Group Core Bond ETF in Q2 2025 and has held it in 5 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.