TrueNorth Wealth & Impact, LLC’s Capital Group Core Bond ETF CGCB Stock Holding History

TrueNorth Wealth & Impact, LLC’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	$4M	Buy	+160,041	New	+$4.13M	1.52%	17

Other funds holding CGCB

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

TrueNorth Wealth & Impact, LLC's CGCB Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Capital Group Core Bond ETF (CGCB) in Q3 2026: 160,041 shares worth $4M. The stake represents 1.52% of the portfolio and ranks #17 among its holdings.

246 funds tracked by Wall St. Rank hold CGCB as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 160,041 shares of Capital Group Core Bond ETF worth $4M as of Q3 2026.
Capital Group Core Bond ETF was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
Capital Group Core Bond ETF made up 1.52% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #17 holding.
246 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.