Richards, Merrill & Peterson’s Capital Group Core Bond ETF CGCB Stock Holding History

Richards, Merrill & Peterson’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	$2.81M	Buy	107,277 +16,514	+18%	+$433K	0.89%	25
2026 Q1	$2.38M	Buy	90,763 +4,860	+6%	+$129K	0.87%	27
2025 Q4	$2.28M	Buy	85,903 +11,982	+16%	+$319K	0.87%	28
2025 Q3	$1.96M	Buy	73,921 +7,201	+11%	+$190K	0.85%	30
2025 Q2	$1.75M	Buy	66,720 +16,645	+33%	+$434K	0.83%	27
2025 Q1	$1.32M	Buy	50,075 +5,300	+12%	+$138K	0.68%	39
2024 Q4	$1.15M	Buy	+44,775	New	+$1.18M	0.6%	43

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

Richards, Merrill & Peterson's CGCB Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Capital Group Core Bond ETF (CGCB) stake by 18% in Q2 2026, buying an estimated $433K and bringing the position to 107,277 shares worth $2.81M. The position accounts for 0.89% of the portfolio, ranked #25.

Richards, Merrill & Peterson first reported a position in CGCB in Q4 2024 and has held it in 7 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Richards, Merrill & Peterson held 107,277 shares of Capital Group Core Bond ETF worth $2.81M as of Q2 2026.
Richards, Merrill & Peterson bought 16,514 Capital Group Core Bond ETF shares in Q2 2026, an estimated $433K.
Capital Group Core Bond ETF made up 0.89% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #25 holding.
Richards, Merrill & Peterson first reported a position in Capital Group Core Bond ETF in Q4 2024 and has held it in 7 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.