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Midwest Heritage Bank’s Capital Group Core Bond ETF CGCB Stock Holding History

Midwest Heritage Bank’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 		$288K Buy
11,004
+109
+1% +$2.86K 0.08% 46
2026
Q1 		$286K Buy
10,895
+99
+0.9% +$2.63K 0.09% 42
2025
Q4 		$286K Buy
+10,796
New +$288K 0.1% 46

Other funds holding CGCB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Midwest Heritage Bank's CGCB Position: Q2 2026 in Review

Midwest Heritage Bank increased its Capital Group Core Bond ETF (CGCB) stake by 1% in Q2 2026, buying an estimated $2.86K and bringing the position to 11,004 shares worth $288K. The position accounts for 0.08% of the portfolio, ranked #46.

Midwest Heritage Bank first reported a position in CGCB in Q4 2025 and has held it in 3 quarters since. 144 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • Midwest Heritage Bank held 11,004 shares of Capital Group Core Bond ETF worth $288K as of Q2 2026.
  • Midwest Heritage Bank bought 109 Capital Group Core Bond ETF shares in Q2 2026, an estimated $2.86K.
  • Capital Group Core Bond ETF made up 0.08% of Midwest Heritage Bank's portfolio in Q2 2026, its #46 holding.
  • Midwest Heritage Bank first reported a position in Capital Group Core Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 144 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Midwest Heritage Bank's 13F filing for Q2 2026, filed 28 Jul 2026.