Marshall & Sterling Wealth Advisors’s Capital Group Core Bond ETF CGCB Stock Holding History

Marshall & Sterling Wealth Advisors’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	$398	Buy	15 +6	+67%	+$157	﹤0.01%	324
2026 Q1	$238	Buy	+9	New	+$239	﹤0.01%	331
2025 Q4	–	Sell	-4,378	Closed	-$116K	–	390
2025 Q3	$116K	Buy	4,378 +1,912	+78%	+$50.4K	0.07%	110
2025 Q2	$64.9K	Buy	2,466 +390	+19%	+$10.2K	0.04%	133
2025 Q1	$54.6K	Buy	+2,076	New	+$54K	0.04%	143

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

Marshall & Sterling Wealth Advisors's CGCB Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Capital Group Core Bond ETF (CGCB) stake by 67% in Q2 2026, buying an estimated $157 and bringing the position to 15 shares worth $398. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Marshall & Sterling Wealth Advisors first reported a position in CGCB in Q1 2025 and has held it in 5 quarters since. The position peaked at $116K in Q3 2025. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Marshall & Sterling Wealth Advisors held 15 shares of Capital Group Core Bond ETF worth $398 as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 6 Capital Group Core Bond ETF shares in Q2 2026, an estimated $157.
Capital Group Core Bond ETF made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #324 holding.
Marshall & Sterling Wealth Advisors first reported a position in Capital Group Core Bond ETF in Q1 2025 and has held it in 5 quarters since.
Marshall & Sterling Wealth Advisors's Capital Group Core Bond ETF position peaked at $116K in Q3 2025.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.