NerdWallet Wealth Partners’s Capital Group Core Bond ETF CGCB Stock Holding History

NerdWallet Wealth Partners’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	$17.2M	Buy	658,570 +155,826	+31%	+$4.09M	5.94%	4
2026 Q1	$13.2M	Buy	502,744 +155,626	+45%	+$4.13M	5.76%	5
2025 Q4	$9.2M	Buy	347,118 +59,962	+21%	+$1.6M	4.13%	7
2025 Q3	$7.63M	Buy	+287,156	New	+$7.58M	3.74%	7

Other funds holding CGCB

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

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return

Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return

William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return