NWF Advisory Services’s Capital Group Core Bond ETF CGCB Stock Holding History

NWF Advisory Services’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	$222K	Hold	8,878	–	–	0.02%	371
2026 Q2	$232K	Hold	8,878	–	–	0.02%	365
2026 Q1	$233K	Buy	+8,878	New	+$236K	0.03%	337

Other funds holding CGCB

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

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

Greenbush Financial Group Albany, New York $341M AUM 14.35% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NWF Advisory Services's CGCB Position: Q3 2026 in Review

NWF Advisory Services held its Capital Group Core Bond ETF (CGCB) position steady in Q3 2026 at 8,878 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #371.

NWF Advisory Services first reported a position in CGCB in Q1 2026 and has held it in 3 quarters since. The position peaked at $233K in Q1 2026. 61 funds tracked by Wall St. Rank hold CGCB as of Q3 2026.

NWF Advisory Services held 8,878 shares of Capital Group Core Bond ETF worth $222K as of Q3 2026.
NWF Advisory Services left its Capital Group Core Bond ETF share count unchanged in Q3 2026.
Capital Group Core Bond ETF made up 0.02% of NWF Advisory Services's portfolio in Q3 2026, its #371 holding.
NWF Advisory Services first reported a position in Capital Group Core Bond ETF in Q1 2026 and has held it in 3 quarters since.
NWF Advisory Services's Capital Group Core Bond ETF position peaked at $233K in Q1 2026.
61 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.