Lodestone Wealth Management’s Capital Group Core Bond ETF CGCB Stock Holding History

Lodestone 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 Q3	$2.33M	Buy	93,309 +10,092	+12%	+$260K	0.78%	36
2026 Q2	$2.18M	Sell	83,217 -7,893	-9%	-$207K	0.77%	36
2026 Q1	$2.39M	Buy	91,110 +495	+0.5%	+$13.1K	0.95%	32
2025 Q4	$2.4M	Buy	90,615 +2,180	+2%	+$58.1K	0.98%	30
2025 Q3	$2.35M	Buy	88,435 +1,362	+2%	+$35.9K	1.06%	31
2025 Q2	$2.29M	Sell	87,073 -425	-0.5%	-$11.1K	1.12%	29
2025 Q1	$2.3M	Buy	87,498 +7,883	+10%	+$205K	1.22%	24
2024 Q4	$2.05M	Buy	79,615 +15,117	+23%	+$397K	1.03%	36
2024 Q3	$1.74M	Buy	64,498 +14,845	+30%	+$395K	0.87%	43
2024 Q2	$1.28M	Buy	49,653 +14,978	+43%	+$385K	0.68%	54
2024 Q1	$901K	Buy	+34,675	New	+$904K	0.47%	64

Other funds holding CGCB

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

Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return

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

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 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

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Lodestone Wealth Management's CGCB Position: Q3 2026 in Review

Lodestone Wealth Management increased its Capital Group Core Bond ETF (CGCB) stake by 12% in Q3 2026, buying an estimated $260K and bringing the position to 93,309 shares worth $2.33M. The position accounts for 0.78% of the portfolio, ranked #36.

Lodestone Wealth Management first reported a position in CGCB in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.4M in Q4 2025. 108 funds tracked by Wall St. Rank hold CGCB as of Q3 2026.

Lodestone Wealth Management held 93,309 shares of Capital Group Core Bond ETF worth $2.33M as of Q3 2026.
Lodestone Wealth Management bought 10,092 Capital Group Core Bond ETF shares in Q3 2026, an estimated $260K.
Capital Group Core Bond ETF made up 0.78% of Lodestone Wealth Management's portfolio in Q3 2026, its #36 holding.
Lodestone Wealth Management first reported a position in Capital Group Core Bond ETF in Q1 2024 and has held it in 11 quarters since.
Lodestone Wealth Management's Capital Group Core Bond ETF position peaked at $2.4M in Q4 2025.
108 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.