Wood Tarver Financial Group’s Capital Group Core Bond ETF CGCB Stock Holding History

Wood Tarver Financial Group’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	$2.25M	Buy	86,009 +16,636	+24%	+$436K	0.53%	35
2026 Q1	$1.82M	Buy	69,373 +1,825	+3%	+$48.5K	0.5%	33
2025 Q4	$1.79M	Sell	67,548 -1,624	-2%	-$43.3K	0.5%	34
2025 Q3	$1.84M	Buy	69,172 +1,562	+2%	+$41.2K	0.54%	34
2025 Q2	$1.78M	Buy	67,610 +12,816	+23%	+$334K	0.54%	33
2025 Q1	$1.44M	Buy	54,794 +24,241	+79%	+$631K	0.47%	33
2024 Q4	$787K	Buy	+30,553	New	+$802K	0.26%	58

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

Wood Tarver Financial Group's CGCB Position: Q2 2026 in Review

Wood Tarver Financial Group increased its Capital Group Core Bond ETF (CGCB) stake by 24% in Q2 2026, buying an estimated $436K and bringing the position to 86,009 shares worth $2.25M. The position accounts for 0.53% of the portfolio, ranked #35.

Wood Tarver Financial Group first reported a position in CGCB in Q4 2024 and has held it in 7 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Wood Tarver Financial Group held 86,009 shares of Capital Group Core Bond ETF worth $2.25M as of Q2 2026.
Wood Tarver Financial Group bought 16,636 Capital Group Core Bond ETF shares in Q2 2026, an estimated $436K.
Capital Group Core Bond ETF made up 0.53% of Wood Tarver Financial Group's portfolio in Q2 2026, its #35 holding.
Wood Tarver Financial Group first reported a position in Capital Group Core Bond ETF in Q4 2024 and has held it in 7 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.