United Advisor Group’s Capital Group Core Bond ETF CGCB Stock Holding History

United Advisor Group’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	$2.76M	Buy	105,415 +5,223	+5%	+$137K	0.29%	93
2026 Q1	$2.63M	Buy	100,192 +4,945	+5%	+$131K	0.32%	78
2025 Q4	$2.53M	Buy	95,247 +3,658	+4%	+$97.5K	0.31%	83
2025 Q3	$2.43M	Buy	91,589 +5,694	+7%	+$150K	0.33%	76
2025 Q2	$2.26M	Buy	85,895 +15,606	+22%	+$407K	0.39%	68
2025 Q1	$1.85M	Buy	70,289 +12,134	+21%	+$316K	0.38%	70
2024 Q4	$1.5M	Buy	+58,155	New	+$1.53M	0.3%	81

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

United Advisor Group's CGCB Position: Q2 2026 in Review

United Advisor Group increased its Capital Group Core Bond ETF (CGCB) stake by 5.2% in Q2 2026, buying an estimated $137K and bringing the position to 105,415 shares worth $2.76M. The position accounts for 0.29% of the portfolio, ranked #93.

United Advisor Group 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.

United Advisor Group held 105,415 shares of Capital Group Core Bond ETF worth $2.76M as of Q2 2026.
United Advisor Group bought 5,223 Capital Group Core Bond ETF shares in Q2 2026, an estimated $137K.
Capital Group Core Bond ETF made up 0.29% of United Advisor Group's portfolio in Q2 2026, its #93 holding.
United Advisor Group 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 United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.