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Merit Financial Group’s Capital Group Core Bond ETF CGCB Stock Holding History

Merit Financial Group’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 		$56.2M Buy
2,145,383
+37,661
+2% +$988K 0.34% 57
2026
Q1 		$55.3M Buy
2,107,722
+72,094
+4% +$1.91M 0.41% 50
2025
Q4 		$54M Buy
2,035,628
+99,718
+5% +$2.66M 0.43% 53
2025
Q3 		$51.5M Buy
1,935,910
+1,820,690
+1,580% +$48M 0.47% 48
2025
Q2 		$3.03M Buy
115,220
+66,236
+135% +$1.73M 0.03% 402
2025
Q1 		$1.29M Buy
+48,984
New +$1.27M 0.02% 563

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

Merit Financial Group's CGCB Position: Q2 2026 in Review

Merit Financial Group increased its Capital Group Core Bond ETF (CGCB) stake by 1.8% in Q2 2026, buying an estimated $988K and bringing the position to 2,145,383 shares worth $56.2M. The position accounts for 0.34% of the portfolio, ranked #57.

Merit Financial Group first reported a position in CGCB in Q1 2025 and has held it in 6 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • Merit Financial Group held 2,145,383 shares of Capital Group Core Bond ETF worth $56.2M as of Q2 2026.
  • Merit Financial Group bought 37,661 Capital Group Core Bond ETF shares in Q2 2026, an estimated $988K.
  • Capital Group Core Bond ETF made up 0.34% of Merit Financial Group's portfolio in Q2 2026, its #57 holding.
  • Merit Financial Group first reported a position in Capital Group Core Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.