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

OneDigital Investment 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 		$956K Buy
36,518
+344
+1% +$9.03K 0.01% 761
2026
Q1 		$950K Buy
36,174
+324
+0.9% +$8.61K 0.01% 701
2025
Q4 		$951K Buy
35,850
+811
+2% +$21.6K 0.01% 694
2025
Q3 		$931K Buy
35,039
+24,192
+223% +$638K 0.01% 679
2025
Q2 		$285K Buy
10,847
+2,675
+33% +$69.7K ﹤0.01% 1195
2025
Q1 		$215K Buy
8,172
+77
+1% +$2K ﹤0.01% 1294
2024
Q4 		$209K Buy
8,095
+95
+1% +$2.49K ﹤0.01% 1318
2024
Q3 		$216K Buy
8,000
+82
+1% +$2.18K ﹤0.01% 1332
2024
Q2 		$204K Buy
7,918
+97
+1% +$2.49K ﹤0.01% 1293
2024
Q1 		$203K Buy
+7,821
New +$204K ﹤0.01% 1039

Other funds holding CGCB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

OneDigital Investment Advisors's CGCB Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Capital Group Core Bond ETF (CGCB) stake by 0.95% in Q2 2026, buying an estimated $9.03K and bringing the position to 36,518 shares worth $956K. The position accounts for 0.01% of the portfolio, ranked #761.

OneDigital Investment Advisors first reported a position in CGCB in Q1 2024 and has held it in 10 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • OneDigital Investment Advisors held 36,518 shares of Capital Group Core Bond ETF worth $956K as of Q2 2026.
  • OneDigital Investment Advisors bought 344 Capital Group Core Bond ETF shares in Q2 2026, an estimated $9.03K.
  • Capital Group Core Bond ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #761 holding.
  • OneDigital Investment Advisors first reported a position in Capital Group Core Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.