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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
Q2 		$245K Buy
9,340
+8
+0.1% +$210 0.01% 1072
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 $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Ashton Thomas Private Wealth's CGCB Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Capital Group Core Bond ETF (CGCB) stake by 0.09% in Q2 2026, buying an estimated $210 and bringing the position to 9,340 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #1072.

Ashton Thomas Private Wealth first reported a position in CGCB in Q3 2025 and has held it in 4 quarters since. The position peaked at $248K in Q3 2025. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • Ashton Thomas Private Wealth held 9,340 shares of Capital Group Core Bond ETF worth $245K as of Q2 2026.
  • Ashton Thomas Private Wealth bought 8 Capital Group Core Bond ETF shares in Q2 2026, an estimated $210.
  • Capital Group Core Bond ETF made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1072 holding.
  • Ashton Thomas Private Wealth first reported a position in Capital Group Core Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Ashton Thomas Private Wealth's Capital Group Core Bond ETF position peaked at $248K in Q3 2025.
  • 261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.