Western Wealth Management’s Capital Group Core Bond ETF CGCB Stock Holding History

Western Wealth Management’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	$3.15M	Sell	120,272 -15,097	-11%	-$396K	0.1%	208
2026 Q1	$3.55M	Buy	135,369 +14,005	+12%	+$372K	0.14%	154
2025 Q4	$3.22M	Buy	121,364 +5,559	+5%	+$148K	0.15%	137
2025 Q3	$3.08M	Buy	115,805 +8,543	+8%	+$225K	0.16%	122
2025 Q2	$2.82M	Buy	107,262 +4,404	+4%	+$115K	0.17%	120
2025 Q1	$2.7M	Buy	102,858 +16,394	+19%	+$427K	0.18%	113
2024 Q4	$2.23M	Buy	86,464 +32,885	+61%	+$863K	0.12%	180
2024 Q3	$1.44M	Buy	53,579 +36,903	+221%	+$982K	0.08%	246
2024 Q2	$431K	Buy	+16,676	New	+$429K	0.03%	404

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

Western Wealth Management's CGCB Position: Q2 2026 in Review

Western Wealth Management reduced its Capital Group Core Bond ETF (CGCB) stake by 11% in Q2 2026, selling an estimated $396K and leaving 120,272 shares worth $3.15M. The position accounts for 0.1% of the portfolio, ranked #208.

Western Wealth Management first reported a position in CGCB in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.55M in Q1 2026. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Western Wealth Management held 120,272 shares of Capital Group Core Bond ETF worth $3.15M as of Q2 2026.
Western Wealth Management sold 15,097 Capital Group Core Bond ETF shares in Q2 2026, an estimated $396K.
Capital Group Core Bond ETF made up 0.1% of Western Wealth Management's portfolio in Q2 2026, its #208 holding.
Western Wealth Management first reported a position in Capital Group Core Bond ETF in Q2 2024 and has held it in 9 quarters since.
Western Wealth Management's Capital Group Core Bond ETF position peaked at $3.55M in Q1 2026.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.