Valmark Advisers’s Capital Group Core Bond ETF CGCB Stock Holding History

Valmark Advisers’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	$56.9M	Buy	2,171,812 +112,981	+5%	+$2.96M	0.6%	36
2026 Q1	$54.1M	Buy	2,058,831 +930,871	+83%	+$24.7M	0.64%	33
2025 Q4	$29.9M	Buy	1,127,960 +204,652	+22%	+$5.45M	0.37%	46
2025 Q3	$24.5M	Buy	923,308 +46,762	+5%	+$1.23M	0.32%	48
2025 Q2	$23.1M	Buy	876,546 +20,187	+2%	+$526K	0.32%	47
2025 Q1	$22.5M	Buy	856,359 +41,364	+5%	+$1.08M	0.34%	44
2024 Q4	$21M	Buy	814,995 +10,662	+1%	+$280K	0.33%	47
2024 Q3	$21.7M	Buy	804,333 +36,641	+5%	+$975K	0.34%	46
2024 Q2	$19.8M	Buy	767,692 +6,671	+0.9%	+$171K	0.34%	48
2024 Q1	$19.8M	Buy	761,021 +233,457	+44%	+$6.09M	0.34%	46
2023 Q4	$14M	Buy	+527,564	New	+$13.4M	0.26%	52

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

Valmark Advisers's CGCB Position: Q2 2026 in Review

Valmark Advisers increased its Capital Group Core Bond ETF (CGCB) stake by 5.5% in Q2 2026, buying an estimated $2.96M and bringing the position to 2,171,812 shares worth $56.9M. The position accounts for 0.6% of the portfolio, ranked #36.

Valmark Advisers first reported a position in CGCB in Q4 2023 and has held it in 11 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Valmark Advisers held 2,171,812 shares of Capital Group Core Bond ETF worth $56.9M as of Q2 2026.
Valmark Advisers bought 112,981 Capital Group Core Bond ETF shares in Q2 2026, an estimated $2.96M.
Capital Group Core Bond ETF made up 0.6% of Valmark Advisers's portfolio in Q2 2026, its #36 holding.
Valmark Advisers first reported a position in Capital Group Core Bond ETF in Q4 2023 and has held it in 11 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.