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

Mission Wealth Management’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 Q3	$4.28M	Buy	171,534 +19,446	+13%	+$501K	0.07%	171
2026 Q2	$3.98M	Buy	152,088 +8,015	+6%	+$210K	0.05%	207
2026 Q1	$3.78M	Buy	144,073 +7,119	+5%	+$189K	0.08%	140
2025 Q4	$3.63M	Buy	136,954 +67,081	+96%	+$1.79M	0.07%	154
2025 Q3	$1.86M	Buy	69,873 +5,690	+9%	+$150K	0.04%	227
2025 Q2	$1.69M	Buy	64,183 +1,350	+2%	+$35.2K	0.04%	231
2025 Q1	$1.65M	Buy	+62,833	New	+$1.63M	0.04%	214

Other funds holding CGCB

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Mission Wealth Management's CGCB Position: Q3 2026 in Review

Mission Wealth Management increased its Capital Group Core Bond ETF (CGCB) stake by 13% in Q3 2026, buying an estimated $501K and bringing the position to 171,534 shares worth $4.28M. The position accounts for 0.07% of the portfolio, ranked #171.

Mission Wealth Management first reported a position in CGCB in Q1 2025 and has held it in 7 quarters since. 246 funds tracked by Wall St. Rank hold CGCB as of Q3 2026.

Mission Wealth Management held 171,534 shares of Capital Group Core Bond ETF worth $4.28M as of Q3 2026.
Mission Wealth Management bought 19,446 Capital Group Core Bond ETF shares in Q3 2026, an estimated $501K.
Capital Group Core Bond ETF made up 0.07% of Mission Wealth Management's portfolio in Q3 2026, its #171 holding.
Mission Wealth Management first reported a position in Capital Group Core Bond ETF in Q1 2025 and has held it in 7 quarters since.
246 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.