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Madison Wealth Partners’s Capital Group Core Bond ETF CGCB Stock Holding History

Madison Wealth Partners’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 		$237K Sell
9,066
-1,122
-11% -$29.4K 0.03% 254
2026
Q1 		$268K Hold
10,188
– – 0.04% 172
2025
Q4 		$270K Sell
10,188
-783
-7% -$20.9K 0.05% 157
2025
Q3 		$292K Hold
10,971
– – 0.06% 128
2025
Q2 		$289K Buy
+10,971
New +$286K 0.06% 124

Other funds holding CGCB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Madison Wealth Partners's CGCB Position: Q2 2026 in Review

Madison Wealth Partners reduced its Capital Group Core Bond ETF (CGCB) stake by 11% in Q2 2026, selling an estimated $29.4K and leaving 9,066 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #254.

Madison Wealth Partners first reported a position in CGCB in Q2 2025 and has held it in 5 quarters since. The position peaked at $292K in Q3 2025. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • Madison Wealth Partners held 9,066 shares of Capital Group Core Bond ETF worth $237K as of Q2 2026.
  • Madison Wealth Partners sold 1,122 Capital Group Core Bond ETF shares in Q2 2026, an estimated $29.4K.
  • Capital Group Core Bond ETF made up 0.03% of Madison Wealth Partners's portfolio in Q2 2026, its #254 holding.
  • Madison Wealth Partners first reported a position in Capital Group Core Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Madison Wealth Partners's Capital Group Core Bond ETF position peaked at $292K in Q3 2025.
  • 261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.