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 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

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

NWP

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

STA

Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

IIM

InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return

Leverty Financial Group's CGCB Position: Q2 2026 in Review

Leverty Financial Group reduced its Capital Group Core Bond ETF (CGCB) stake by 3.7% in Q2 2026, selling an estimated $1.62M and leaving 1,624,806 shares worth $42.5M. The position accounts for 8.27% of the portfolio, ranked #3.

Leverty Financial Group first reported a position in CGCB in Q1 2025 and has held it in 6 quarters since. The position peaked at $44.3M in Q1 2026. 35 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Leverty Financial Group held 1,624,806 shares of Capital Group Core Bond ETF worth $42.5M as of Q2 2026.
Leverty Financial Group sold 61,721 Capital Group Core Bond ETF shares in Q2 2026, an estimated $1.62M.
Capital Group Core Bond ETF made up 8.27% of Leverty Financial Group's portfolio in Q2 2026, its #3 holding.
Leverty Financial Group first reported a position in Capital Group Core Bond ETF in Q1 2025 and has held it in 6 quarters since.
Leverty Financial Group's Capital Group Core Bond ETF position peaked at $44.3M in Q1 2026.
35 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.