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WR Wealth Planners’s Capital Group Core Bond ETF CGCB Stock Holding History

WR Wealth Planners’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
2024
Q4 		$105K Sell
4,071
-4,152
-50% -$109K 0.03% 228
2024
Q3 		$222K Sell
8,223
-11
-0.1% -$293 0.06% 167
2024
Q2 		$213K Sell
8,234
-136
-2% -$3.5K 0.06% 162
2024
Q1 		$218K Buy
+8,370
New +$218K 0.07% 159

Other funds holding CGCB

ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WR Wealth Planners's CGCB Position: Q4 2024 in Review

WR Wealth Planners reduced its Capital Group Core Bond ETF (CGCB) stake by 50% in Q4 2024, selling an estimated $109K and leaving 4,071 shares worth $105K. The position accounts for 0.03% of the portfolio, ranked #228.

WR Wealth Planners first reported a position in CGCB in Q1 2024 and has held it in 4 quarters since. The position peaked at $222K in Q3 2024. 138 funds tracked by Wall St. Rank hold CGCB as of Q4 2024.

  • WR Wealth Planners held 4,071 shares of Capital Group Core Bond ETF worth $105K as of Q4 2024.
  • WR Wealth Planners sold 4,152 Capital Group Core Bond ETF shares in Q4 2024, an estimated $109K.
  • Capital Group Core Bond ETF made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #228 holding.
  • WR Wealth Planners first reported a position in Capital Group Core Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Capital Group Core Bond ETF position peaked at $222K in Q3 2024.
  • 138 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.