Strategic Family Wealth Counselors’s Capital Group Core Bond ETF CGCB Stock Holding History

Strategic Family Wealth Counselors’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	$9.7M	Buy	370,532 +30,641	+9%	+$804K	2.26%	14
2026 Q1	$8.93M	Buy	339,891 +42,255	+14%	+$1.12M	2.34%	14
2025 Q4	$7.88M	Buy	297,636 +93,577	+46%	+$2.49M	1.77%	19
2025 Q3	$5.42M	Buy	204,059 +32,037	+19%	+$845K	1.4%	24
2025 Q2	$4.52M	Buy	172,022 +11,371	+7%	+$296K	1.29%	25
2025 Q1	$4.22M	Buy	160,651 +40,937	+34%	+$1.07M	1.37%	27
2024 Q4	$3.09M	Buy	119,714 +65,902	+122%	+$1.73M	1.01%	31
2024 Q3	$1.45M	Buy	53,812 +30,699	+133%	+$817K	0.51%	44
2024 Q2	$597K	Buy	+23,113	New	+$594K	0.23%	64

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

Strategic Family Wealth Counselors's CGCB Position: Q2 2026 in Review

Strategic Family Wealth Counselors increased its Capital Group Core Bond ETF (CGCB) stake by 9% in Q2 2026, buying an estimated $804K and bringing the position to 370,532 shares worth $9.7M. The position accounts for 2.26% of the portfolio, ranked #14.

Strategic Family Wealth Counselors 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.

Strategic Family Wealth Counselors held 370,532 shares of Capital Group Core Bond ETF worth $9.7M as of Q2 2026.
Strategic Family Wealth Counselors bought 30,641 Capital Group Core Bond ETF shares in Q2 2026, an estimated $804K.
Capital Group Core Bond ETF made up 2.26% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #14 holding.
Strategic Family Wealth Counselors 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 Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.