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

LongView 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	$2.81M	Buy	107,307 +11,305	+12%	+$297K	0.72%	36
2026 Q1	$2.54M	Buy	96,002 +3,279	+4%	+$87.1K	0.64%	44
2025 Q4	$2.46M	Buy	92,723 +14,566	+19%	+$388K	0.59%	47
2025 Q3	$2.08M	Buy	78,157 +25,037	+47%	+$660K	0.56%	48
2025 Q2	$1.4M	Buy	53,120 +12,291	+30%	+$320K	0.42%	55
2025 Q1	$1.07M	Buy	40,829 +8,748	+27%	+$228K	0.32%	67
2024 Q4	$827K	Buy	32,081 +17,251	+116%	+$453K	0.25%	83
2024 Q3	$400K	Buy	+14,830	New	+$395K	0.13%	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

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

LongView Wealth Management increased its Capital Group Core Bond ETF (CGCB) stake by 12% in Q2 2026, buying an estimated $297K and bringing the position to 107,307 shares worth $2.81M. The position accounts for 0.72% of the portfolio, ranked #36.

LongView Wealth Management first reported a position in CGCB in Q3 2024 and has held it in 8 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

LongView Wealth Management held 107,307 shares of Capital Group Core Bond ETF worth $2.81M as of Q2 2026.
LongView Wealth Management bought 11,305 Capital Group Core Bond ETF shares in Q2 2026, an estimated $297K.
Capital Group Core Bond ETF made up 0.72% of LongView Wealth Management's portfolio in Q2 2026, its #36 holding.
LongView Wealth Management first reported a position in Capital Group Core Bond ETF in Q3 2024 and has held it in 8 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.