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

Mission 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
2025 Q1	$252K	Buy	+9,582	New	+$249K	0.23%	117

Other funds holding CGCB

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Mission Financial Group's CGCB Position: Q1 2025 in Review

Mission Financial Group opened a new position in Capital Group Core Bond ETF (CGCB) in Q1 2025: 9,582 shares worth $252K. The stake represents 0.23% of the portfolio and ranks #117 among its holdings.

166 funds tracked by Wall St. Rank hold CGCB as of Q1 2025.

Mission Financial Group held 9,582 shares of Capital Group Core Bond ETF worth $252K as of Q1 2025.
Capital Group Core Bond ETF was a new Mission Financial Group position in Q1 2025.
Capital Group Core Bond ETF made up 0.23% of Mission Financial Group's portfolio in Q1 2025, its #117 holding.
166 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q1 2025.

Based on Mission Financial Group's 13F filing for Q1 2025, filed 12 May 2026.