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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
Q2 		– Sell
-500
Closed -$13.1K – 139
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 $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

WFA of San Diego's CGCB Position: Q2 2026 in Review

WFA of San Diego sold out of Capital Group Core Bond ETF (CGCB) in Q2 2026, closing a stake of 500 shares — an estimated $13.1K sold.

WFA of San Diego first reported a position in CGCB in Q2 2025 and held it in 4 quarters. The position peaked at $13.3K in Q3 2025. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • WFA of San Diego reported no remaining Capital Group Core Bond ETF position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 500 Capital Group Core Bond ETF shares in Q2 2026, an estimated $13.1K.
  • WFA of San Diego first reported a position in Capital Group Core Bond ETF in Q2 2025 and held it in 4 quarters.
  • WFA of San Diego's Capital Group Core Bond ETF position peaked at $13.3K in Q3 2025.
  • 261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.