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 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 $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

Mission Wealth Management's CGCB Position: Q2 2026 in Review

Mission Wealth Management increased its Capital Group Core Bond ETF (CGCB) stake by 5.6% in Q2 2026, buying an estimated $210K and bringing the position to 152,088 shares worth $3.98M. The position accounts for 0.05% of the portfolio, ranked #207.

Mission Wealth Management 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.

Mission Wealth Management held 152,088 shares of Capital Group Core Bond ETF worth $3.98M as of Q2 2026.
Mission Wealth Management bought 8,015 Capital Group Core Bond ETF shares in Q2 2026, an estimated $210K.
Capital Group Core Bond ETF made up 0.05% of Mission Wealth Management's portfolio in Q2 2026, its #207 holding.
Mission Wealth Management 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 Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.