William Mack & Associates’s Capital Group Core Bond ETF CGCB Stock Holding History

William Mack & Associates’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	$361K	Buy	13,782 +979	+8%	+$25.7K	0.13%	69
2026 Q1	$336K	Sell	12,803 -19,336	-60%	-$514K	0.19%	52
2025 Q4	$852K	Buy	32,139 +245	+0.8%	+$6.53K	0.4%	28
2025 Q3	$848K	Buy	31,894 +1,650	+5%	+$43.5K	0.46%	30
2025 Q2	$795K	Buy	30,244 +16,345	+118%	+$426K	0.51%	30
2025 Q1	$365K	Buy	13,899 +3,796	+38%	+$98.8K	0.31%	45
2024 Q4	$261K	Buy	+10,103	New	+$265K	0.27%	53

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

William Mack & Associates's CGCB Position: Q2 2026 in Review

William Mack & Associates increased its Capital Group Core Bond ETF (CGCB) stake by 7.6% in Q2 2026, buying an estimated $25.7K and bringing the position to 13,782 shares worth $361K. The position accounts for 0.13% of the portfolio, ranked #69.

William Mack & Associates first reported a position in CGCB in Q4 2024 and has held it in 7 quarters since. The position peaked at $852K in Q4 2025. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

William Mack & Associates held 13,782 shares of Capital Group Core Bond ETF worth $361K as of Q2 2026.
William Mack & Associates bought 979 Capital Group Core Bond ETF shares in Q2 2026, an estimated $25.7K.
Capital Group Core Bond ETF made up 0.13% of William Mack & Associates's portfolio in Q2 2026, its #69 holding.
William Mack & Associates first reported a position in Capital Group Core Bond ETF in Q4 2024 and has held it in 7 quarters since.
William Mack & Associates's Capital Group Core Bond ETF position peaked at $852K in Q4 2025.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.