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Keystone Financial Group (Kentucky)’s Capital Group Core Bond ETF CGCB Stock Holding History

Keystone Financial Group (Kentucky)’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 		$788K Buy
30,023
+16,722
+126% +$444K 0.05% 230
2025
Q4 		$353K Buy
+13,301
New +$354K 0.03% 315

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 $11B AUM 18.22% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s CGCB Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its Capital Group Core Bond ETF (CGCB) stake by 126% in Q1 2026, buying an estimated $444K and bringing the position to 30,023 shares worth $788K. The position accounts for 0.05% of the portfolio, ranked #230.

Keystone Financial Group (Kentucky) first reported a position in CGCB in Q4 2025 and has held it in 2 quarters since. 252 funds tracked by Wall St. Rank hold CGCB as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 30,023 shares of Capital Group Core Bond ETF worth $788K as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 16,722 Capital Group Core Bond ETF shares in Q1 2026, an estimated $444K.
  • Capital Group Core Bond ETF made up 0.05% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #230 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Capital Group Core Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 252 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.