U.S. Capital Wealth Advisors’s Capital Group Core Bond ETF CGCB Stock Holding History

U.S. Capital Wealth 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 Q1	$1.97M	Buy	74,989 +10,640	+17%	+$283K	0.05%	363
2025 Q4	$1.71M	Buy	64,349 +7,865	+14%	+$210K	0.04%	372
2025 Q3	$1.5M	Buy	56,484 +15,987	+39%	+$422K	0.04%	393
2025 Q2	$1.07M	Buy	40,497 +4,820	+14%	+$126K	0.03%	417
2025 Q1	$938K	Buy	35,677 +10,168	+40%	+$265K	0.03%	440
2024 Q4	$658K	Sell	25,509 -289	-1%	-$7.58K	0.02%	505
2024 Q3	$695K	Buy	25,798 +828	+3%	+$22K	0.02%	409
2024 Q2	$645K	Buy	24,970 +9,890	+66%	+$254K	0.02%	410
2024 Q1	$392K	Buy	15,080 +4,100	+37%	+$107K	0.02%	508
2023 Q4	$290K	Buy	+10,980	New	+$278K	0.01%	561

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 22.9% 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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

U.S. Capital Wealth Advisors's CGCB Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Capital Group Core Bond ETF (CGCB) stake by 17% in Q1 2026, buying an estimated $283K and bringing the position to 74,989 shares worth $1.97M. The position accounts for 0.05% of the portfolio, ranked #363.

U.S. Capital Wealth Advisors first reported a position in CGCB in Q4 2023 and has held it in 10 quarters since. 253 funds tracked by Wall St. Rank hold CGCB as of Q1 2026.

U.S. Capital Wealth Advisors held 74,989 shares of Capital Group Core Bond ETF worth $1.97M as of Q1 2026.
U.S. Capital Wealth Advisors bought 10,640 Capital Group Core Bond ETF shares in Q1 2026, an estimated $283K.
Capital Group Core Bond ETF made up 0.05% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #363 holding.
U.S. Capital Wealth Advisors first reported a position in Capital Group Core Bond ETF in Q4 2023 and has held it in 10 quarters since.
253 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.