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

Rhodes 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
Q3 		$317K Buy
12,700
+750
+6% +$19.3K 0.22% 90
2026
Q2 		$313K Buy
+11,950
New +$314K 0.23% 92

Other funds holding CGCB

LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Rhodes Investment Advisors's CGCB Position: Q3 2026 in Review

Rhodes Investment Advisors increased its Capital Group Core Bond ETF (CGCB) stake by 6.3% in Q3 2026, buying an estimated $19.3K and bringing the position to 12,700 shares worth $317K. The position accounts for 0.22% of the portfolio, ranked #90.

Rhodes Investment Advisors first reported a position in CGCB in Q2 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold CGCB as of Q3 2026.

  • Rhodes Investment Advisors held 12,700 shares of Capital Group Core Bond ETF worth $317K as of Q3 2026.
  • Rhodes Investment Advisors bought 750 Capital Group Core Bond ETF shares in Q3 2026, an estimated $19.3K.
  • Capital Group Core Bond ETF made up 0.22% of Rhodes Investment Advisors's portfolio in Q3 2026, its #90 holding.
  • Rhodes Investment Advisors first reported a position in Capital Group Core Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.