Venture Visionary Partners’s Capital Group Core Bond ETF CGCB Stock Holding History

Venture Visionary Partners’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	$3.13M	Buy	119,575 +35,150	+42%	+$922K	0.09%	194
2026 Q1	$2.22M	Buy	84,425 +6,436	+8%	+$171K	0.07%	205
2025 Q4	$2.07M	Buy	77,989 +52,294	+204%	+$1.39M	0.07%	218
2025 Q3	$683K	Buy	25,695 +14,261	+125%	+$376K	0.02%	358
2025 Q2	$301K	Buy	+11,434	New	+$298K	0.01%	483

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

Venture Visionary Partners's CGCB Position: Q2 2026 in Review

Venture Visionary Partners increased its Capital Group Core Bond ETF (CGCB) stake by 42% in Q2 2026, buying an estimated $922K and bringing the position to 119,575 shares worth $3.13M. The position accounts for 0.09% of the portfolio, ranked #194.

Venture Visionary Partners first reported a position in CGCB in Q2 2025 and has held it in 5 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Venture Visionary Partners held 119,575 shares of Capital Group Core Bond ETF worth $3.13M as of Q2 2026.
Venture Visionary Partners bought 35,150 Capital Group Core Bond ETF shares in Q2 2026, an estimated $922K.
Capital Group Core Bond ETF made up 0.09% of Venture Visionary Partners's portfolio in Q2 2026, its #194 holding.
Venture Visionary Partners first reported a position in Capital Group Core Bond ETF in Q2 2025 and has held it in 5 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.