World Investment Advisors’s Capital Group Core Bond ETF CGCB Stock Holding History

World Investment Advisors’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	$2.62M	Buy	99,857 +464	+0.5%	+$12.2K	0.04%	408
2026 Q1	$2.61M	Buy	99,393 +16,854	+20%	+$448K	0.04%	413
2025 Q4	$2.19M	Buy	82,539 +49,320	+148%	+$1.31M	0.04%	445
2025 Q3	$883K	Buy	33,219 +14,826	+81%	+$391K	0.02%	603
2025 Q2	$484K	Buy	18,393 +9,971	+118%	+$260K	0.01%	744
2025 Q1	$221K	Buy	+8,422	New	+$219K	0.01%	973

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

World Investment Advisors's CGCB Position: Q2 2026 in Review

World Investment Advisors increased its Capital Group Core Bond ETF (CGCB) stake by 0.47% in Q2 2026, buying an estimated $12.2K and bringing the position to 99,857 shares worth $2.62M. The position accounts for 0.04% of the portfolio, ranked #408.

World Investment Advisors first reported a position in CGCB in Q1 2025 and has held it in 6 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

World Investment Advisors held 99,857 shares of Capital Group Core Bond ETF worth $2.62M as of Q2 2026.
World Investment Advisors bought 464 Capital Group Core Bond ETF shares in Q2 2026, an estimated $12.2K.
Capital Group Core Bond ETF made up 0.04% of World Investment Advisors's portfolio in Q2 2026, its #408 holding.
World Investment Advisors first reported a position in Capital Group Core Bond ETF in Q1 2025 and has held it in 6 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.