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 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

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

Lodestone Wealth Management's CGCB Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Capital Group Core Bond ETF (CGCB) stake by 8.7% in Q2 2026, selling an estimated $207K and leaving 83,217 shares worth $2.18M. The position accounts for 0.77% of the portfolio, ranked #36.

Lodestone Wealth Management first reported a position in CGCB in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.4M in Q4 2025. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Lodestone Wealth Management held 83,217 shares of Capital Group Core Bond ETF worth $2.18M as of Q2 2026.
Lodestone Wealth Management sold 7,893 Capital Group Core Bond ETF shares in Q2 2026, an estimated $207K.
Capital Group Core Bond ETF made up 0.77% of Lodestone Wealth Management's portfolio in Q2 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 10 quarters since.
Lodestone Wealth Management's Capital Group Core Bond ETF position peaked at $2.4M in Q4 2025.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.