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Swisher Financial Concepts’s Capital Group Core Bond ETF CGCB Stock Holding History

Swisher Financial Concepts’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 		– Sell
-7,744
Closed -$203K – 108
2026
Q1 		$203K Buy
7,744
+7
+0.1% +$186 0.11% 101
2025
Q4 		$205K Buy
7,737
+9
+0.1% +$240 0.12% 93
2025
Q3 		$205K Buy
+7,728
New +$204K 0.12% 87

Other funds holding CGCB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

Swisher Financial Concepts's CGCB Position: Q2 2026 in Review

Swisher Financial Concepts sold out of Capital Group Core Bond ETF (CGCB) in Q2 2026, closing a stake of 7,744 shares — an estimated $203K sold.

Swisher Financial Concepts first reported a position in CGCB in Q3 2025 and held it in 3 quarters. The position peaked at $205K in Q3 2025. 168 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • Swisher Financial Concepts reported no remaining Capital Group Core Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Swisher Financial Concepts sold 7,744 Capital Group Core Bond ETF shares in Q2 2026, an estimated $203K.
  • Swisher Financial Concepts first reported a position in Capital Group Core Bond ETF in Q3 2025 and held it in 3 quarters.
  • Swisher Financial Concepts's Capital Group Core Bond ETF position peaked at $205K in Q3 2025.
  • 168 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.