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

Peterson Wealth 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	$220K	Buy	8,394 +87	+1%	+$2.28K	0.03%	114
2026 Q1	$218K	Buy	8,307 +176	+2%	+$4.67K	0.03%	106
2025 Q4	$216K	Sell	8,131 -595	-7%	-$15.9K	0.03%	104
2025 Q3	$232K	Buy	8,726 +1,112	+15%	+$29.3K	0.03%	94
2025 Q2	$200K	Buy	+7,614	New	+$198K	0.03%	96

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

Peterson Wealth Advisors's CGCB Position: Q2 2026 in Review

Peterson Wealth Advisors increased its Capital Group Core Bond ETF (CGCB) stake by 1% in Q2 2026, buying an estimated $2.28K and bringing the position to 8,394 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #114.

Peterson Wealth Advisors first reported a position in CGCB in Q2 2025 and has held it in 5 quarters since. The position peaked at $232K in Q3 2025. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Peterson Wealth Advisors held 8,394 shares of Capital Group Core Bond ETF worth $220K as of Q2 2026.
Peterson Wealth Advisors bought 87 Capital Group Core Bond ETF shares in Q2 2026, an estimated $2.28K.
Capital Group Core Bond ETF made up 0.03% of Peterson Wealth Advisors's portfolio in Q2 2026, its #114 holding.
Peterson Wealth Advisors first reported a position in Capital Group Core Bond ETF in Q2 2025 and has held it in 5 quarters since.
Peterson Wealth Advisors's Capital Group Core Bond ETF position peaked at $232K in Q3 2025.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

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