MSH Capital Advisors’s Capital Group Core Bond ETF CGCB Stock Holding History

MSH Capital Advisors’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	$828K	Buy	31,611 +1,641	+5%	+$43.1K	0.14%	141
2026 Q1	$787K	Buy	29,970 +26	+0.1%	+$691	0.17%	129
2025 Q4	$794K	Buy	29,944 +3,612	+14%	+$96.3K	0.17%	133
2025 Q3	$700K	Buy	26,332 +8,385	+47%	+$221K	0.19%	132
2025 Q2	$472K	Buy	17,947 +3,530	+24%	+$92K	0.14%	170
2025 Q1	$379K	Buy	14,417 +1,927	+15%	+$50.1K	0.12%	172
2024 Q4	$322K	Buy	+12,490	New	+$328K	0.1%	180

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

MSH Capital Advisors's CGCB Position: Q2 2026 in Review

MSH Capital Advisors increased its Capital Group Core Bond ETF (CGCB) stake by 5.5% in Q2 2026, buying an estimated $43.1K and bringing the position to 31,611 shares worth $828K. The position accounts for 0.14% of the portfolio, ranked #141.

MSH Capital Advisors first reported a position in CGCB in Q4 2024 and has held it in 7 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

MSH Capital Advisors held 31,611 shares of Capital Group Core Bond ETF worth $828K as of Q2 2026.
MSH Capital Advisors bought 1,641 Capital Group Core Bond ETF shares in Q2 2026, an estimated $43.1K.
Capital Group Core Bond ETF made up 0.14% of MSH Capital Advisors's portfolio in Q2 2026, its #141 holding.
MSH Capital Advisors first reported a position in Capital Group Core Bond ETF in Q4 2024 and has held it in 7 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.