Leverty Financial Group’s Capital Group Core Bond ETF CGCB Stock Holding History

Leverty Financial Group’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 Q3	$27.6M	Sell	1,103,427 -521,379	-32%	-$13.4M	5.03%	7
2026 Q2	$42.5M	Sell	1,624,806 -61,721	-4%	-$1.62M	8.27%	3
2026 Q1	$44.3M	Buy	1,686,527 +104,590	+7%	+$2.78M	9.8%	3
2025 Q4	$42M	Buy	1,581,937 +15,093	+1%	+$402K	10.03%	3
2025 Q3	$41.6M	Buy	1,566,844 +139,473	+10%	+$3.68M	10.81%	3
2025 Q2	$37.5M	Buy	1,427,371 +70,160	+5%	+$1.83M	11.21%	3
2025 Q1	$35.7M	Buy	+1,357,211	New	+$35.3M	14.58%	3

Other funds holding CGCB

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

GFG

Greenbush Financial Group Albany, New York $341M AUM 14.35% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return

Leverty Financial Group's CGCB Position: Q3 2026 in Review

Leverty Financial Group reduced its Capital Group Core Bond ETF (CGCB) stake by 32% in Q3 2026, selling an estimated $13.4M and leaving 1,103,427 shares worth $27.6M. The position accounts for 5.03% of the portfolio, ranked #7.

Leverty Financial Group first reported a position in CGCB in Q1 2025 and has held it in 7 quarters since. The position peaked at $44.3M in Q1 2026. 56 funds tracked by Wall St. Rank hold CGCB as of Q3 2026.

Leverty Financial Group held 1,103,427 shares of Capital Group Core Bond ETF worth $27.6M as of Q3 2026.
Leverty Financial Group sold 521,379 Capital Group Core Bond ETF shares in Q3 2026, an estimated $13.4M.
Capital Group Core Bond ETF made up 5.03% of Leverty Financial Group's portfolio in Q3 2026, its #7 holding.
Leverty Financial Group first reported a position in Capital Group Core Bond ETF in Q1 2025 and has held it in 7 quarters since.
Leverty Financial Group's Capital Group Core Bond ETF position peaked at $44.3M in Q1 2026.
56 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2026.

Based on Leverty Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.