Kestra Private Wealth Services’s Capital Group Core Bond ETF CGCB Stock Holding History

Kestra Private Wealth Services’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	$1.48M	Sell	56,493 -2,716	-5%	-$71.3K	0.02%	705
2026 Q1	$1.55M	Buy	59,209 +12,849	+28%	+$341K	0.02%	636
2025 Q4	$1.23M	Buy	46,360 +14,091	+44%	+$376K	0.02%	717
2025 Q3	$858K	Buy	32,269 +22,538	+232%	+$595K	0.01%	847
2025 Q2	$256K	Buy	+9,731	New	+$254K	﹤0.01%	1380

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 22.9% 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

Kestra Private Wealth Services's CGCB Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Capital Group Core Bond ETF (CGCB) stake by 4.6% in Q2 2026, selling an estimated $71.3K and leaving 56,493 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #705.

Kestra Private Wealth Services first reported a position in CGCB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.55M in Q1 2026. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Kestra Private Wealth Services held 56,493 shares of Capital Group Core Bond ETF worth $1.48M as of Q2 2026.
Kestra Private Wealth Services sold 2,716 Capital Group Core Bond ETF shares in Q2 2026, an estimated $71.3K.
Capital Group Core Bond ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #705 holding.
Kestra Private Wealth Services first reported a position in Capital Group Core Bond ETF in Q2 2025 and has held it in 5 quarters since.
Kestra Private Wealth Services's Capital Group Core Bond ETF position peaked at $1.55M in Q1 2026.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.