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Ashton Thomas Private Wealth’s Capital Group Core Bond ETF CGCB Stock Holding History

Ashton Thomas Private Wealth’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
Q1 		$245K Hold
9,332
– – 0.01% 962
2025
Q4 		$247K Hold
9,332
– – 0.01% 890
2025
Q3 		$248K Buy
+9,332
New +$246K 0.01% 868

Other funds holding CGCB

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Ashton Thomas Private Wealth's CGCB Position: Q1 2026 in Review

Ashton Thomas Private Wealth held its Capital Group Core Bond ETF (CGCB) position steady in Q1 2026 at 9,332 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #962.

Ashton Thomas Private Wealth first reported a position in CGCB in Q3 2025 and has held it in 3 quarters since. The position peaked at $248K in Q3 2025. 252 funds tracked by Wall St. Rank hold CGCB as of Q1 2026.

  • Ashton Thomas Private Wealth held 9,332 shares of Capital Group Core Bond ETF worth $245K as of Q1 2026.
  • Ashton Thomas Private Wealth left its Capital Group Core Bond ETF share count unchanged in Q1 2026.
  • Capital Group Core Bond ETF made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #962 holding.
  • Ashton Thomas Private Wealth first reported a position in Capital Group Core Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Ashton Thomas Private Wealth's Capital Group Core Bond ETF position peaked at $248K in Q3 2025.
  • 252 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.