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 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 $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

Wealthcare Advisory Partners's CGCB Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Capital Group Core Bond ETF (CGCB) stake by 6.6% in Q2 2026, buying an estimated $17.4K and bringing the position to 10,661 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #904.

Wealthcare Advisory Partners first reported a position in CGCB in Q1 2026 and has held it in 2 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Wealthcare Advisory Partners held 10,661 shares of Capital Group Core Bond ETF worth $279K as of Q2 2026.
Wealthcare Advisory Partners bought 663 Capital Group Core Bond ETF shares in Q2 2026, an estimated $17.4K.
Capital Group Core Bond ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #904 holding.
Wealthcare Advisory Partners first reported a position in Capital Group Core Bond ETF in Q1 2026 and has held it in 2 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.