Wealthcare Advisory Partners’s Capital Group Core Bond ETF CGCB Stock Holding History

Wealthcare Advisory 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 Q3	$268K	Buy	10,721 +60	+0.6%	+$1.55K	﹤0.01%	940
2026 Q2	$279K	Buy	10,661 +663	+7%	+$17.4K	0.01%	904
2026 Q1	$263K	Buy	+9,998	New	+$266K	0.01%	919

Other funds holding CGCB

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Wealthcare Advisory Partners's CGCB Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its Capital Group Core Bond ETF (CGCB) stake by 0.56% in Q3 2026, buying an estimated $1.55K and bringing the position to 10,721 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Wealthcare Advisory Partners first reported a position in CGCB in Q1 2026 and has held it in 3 quarters since. The position peaked at $279K in Q2 2026. 246 funds tracked by Wall St. Rank hold CGCB as of Q3 2026.

Wealthcare Advisory Partners held 10,721 shares of Capital Group Core Bond ETF worth $268K as of Q3 2026.
Wealthcare Advisory Partners bought 60 Capital Group Core Bond ETF shares in Q3 2026, an estimated $1.55K.
Capital Group Core Bond ETF made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #940 holding.
Wealthcare Advisory Partners first reported a position in Capital Group Core Bond ETF in Q1 2026 and has held it in 3 quarters since.
Wealthcare Advisory Partners's Capital Group Core Bond ETF position peaked at $279K in Q2 2026.
246 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.