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

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

Stewardship Concepts Financial Services Spokane, Washington $149M AUM

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return

Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return