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WFA of San Diego’s Capital Group Core Bond ETF CGCB Stock Holding History

WFA of San Diego’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
Q1 		$13.1K Hold
500
– – 0.01% 284
2025
Q4 		$13.3K Hold
500
– – 0.01% 299
2025
Q3 		$13.3K Hold
500
– – 0.01% 307
2025
Q2 		$13.2K Buy
+500
New +$13K 0.01% 298

Other funds holding CGCB

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

WFA of San Diego's CGCB Position: Q1 2026 in Review

WFA of San Diego held its Capital Group Core Bond ETF (CGCB) position steady in Q1 2026 at 500 shares worth $13.1K. The position accounts for 0.01% of the portfolio, ranked #284.

WFA of San Diego first reported a position in CGCB in Q2 2025 and has held it in 4 quarters since. The position peaked at $13.3K in Q3 2025. 252 funds tracked by Wall St. Rank hold CGCB as of Q1 2026.

  • WFA of San Diego held 500 shares of Capital Group Core Bond ETF worth $13.1K as of Q1 2026.
  • WFA of San Diego left its Capital Group Core Bond ETF share count unchanged in Q1 2026.
  • Capital Group Core Bond ETF made up 0.01% of WFA of San Diego's portfolio in Q1 2026, its #284 holding.
  • WFA of San Diego first reported a position in Capital Group Core Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • WFA of San Diego's Capital Group Core Bond ETF position peaked at $13.3K in Q3 2025.
  • 252 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.