Tempus Wealth Planning’s Capital Group Core Bond ETF CGCB Stock Holding History

Tempus Wealth Planning’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	$806K	Buy	30,771 +3,488	+13%	+$91.5K	0.16%	149
2026 Q1	$716K	Buy	27,283 +574	+2%	+$15.2K	0.16%	151
2025 Q4	$708K	Buy	26,709 +1,654	+7%	+$44.1K	0.16%	144
2025 Q3	$666K	Sell	25,055 -1,528	-6%	-$40.3K	0.15%	152
2025 Q2	$699K	Buy	26,583 +752	+3%	+$19.6K	0.17%	130
2025 Q1	$679K	Buy	25,831 +5,778	+29%	+$150K	0.2%	122
2024 Q4	$517K	Buy	20,053 +2,430	+14%	+$63.8K	0.16%	141
2024 Q3	$475K	Buy	17,623 +3,658	+26%	+$97.4K	0.17%	126
2024 Q2	$361K	Buy	+13,965	New	+$359K	0.15%	135

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

Tempus Wealth Planning's CGCB Position: Q2 2026 in Review

Tempus Wealth Planning increased its Capital Group Core Bond ETF (CGCB) stake by 13% in Q2 2026, buying an estimated $91.5K and bringing the position to 30,771 shares worth $806K. The position accounts for 0.16% of the portfolio, ranked #149.

Tempus Wealth Planning 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.

Tempus Wealth Planning held 30,771 shares of Capital Group Core Bond ETF worth $806K as of Q2 2026.
Tempus Wealth Planning bought 3,488 Capital Group Core Bond ETF shares in Q2 2026, an estimated $91.5K.
Capital Group Core Bond ETF made up 0.16% of Tempus Wealth Planning's portfolio in Q2 2026, its #149 holding.
Tempus Wealth Planning 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 Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.