Prospera Financial Services’s Capital Group Core Bond ETF CGCB Stock Holding History

Prospera Financial 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 Q2	$2.78M	Buy	106,341 +17,995	+20%	+$472K	0.04%	424
2026 Q1	$2.32M	Buy	88,346 +42,874	+94%	+$1.14M	0.04%	458
2025 Q4	$1.21M	Buy	45,472 +3,722	+9%	+$99.2K	0.02%	623
2025 Q3	$1.11M	Buy	41,750 +11,421	+38%	+$301K	0.02%	644
2025 Q2	$798K	Buy	30,329 +8,799	+41%	+$229K	0.01%	737
2025 Q1	$566K	Buy	21,530 +173	+0.8%	+$4.5K	0.01%	732
2024 Q4	$551K	Buy	21,357 +7,769	+57%	+$204K	0.01%	715
2024 Q3	$366K	Buy	13,588 +2,943	+28%	+$78.4K	0.01%	842
2024 Q2	$275K	Buy	+10,645	New	+$274K	0.01%	951

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

Prospera Financial Services's CGCB Position: Q2 2026 in Review

Prospera Financial Services increased its Capital Group Core Bond ETF (CGCB) stake by 20% in Q2 2026, buying an estimated $472K and bringing the position to 106,341 shares worth $2.78M. The position accounts for 0.04% of the portfolio, ranked #424.

Prospera Financial Services first reported a position in CGCB in Q2 2024 and has held it in 9 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Prospera Financial Services held 106,341 shares of Capital Group Core Bond ETF worth $2.78M as of Q2 2026.
Prospera Financial Services bought 17,995 Capital Group Core Bond ETF shares in Q2 2026, an estimated $472K.
Capital Group Core Bond ETF made up 0.04% of Prospera Financial Services's portfolio in Q2 2026, its #424 holding.
Prospera Financial Services first reported a position in Capital Group Core Bond ETF in Q2 2024 and has held it in 9 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.