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

Keystone Financial Services (Nebraska)’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	$4.73M	Buy	180,534 +3,813	+2%	+$100K	2.84%	9
2026 Q1	$4.64M	Buy	176,721 +2,056	+1%	+$54.6K	3.12%	9
2025 Q4	$4.63M	Buy	174,665 +4,167	+2%	+$111K	3.15%	9
2025 Q3	$4.53M	Buy	170,498 +8,247	+5%	+$218K	3.17%	8
2025 Q2	$4.27M	Buy	162,251 +9,363	+6%	+$244K	3.24%	8
2025 Q1	$4.02M	Buy	152,888 +6,656	+5%	+$173K	3.4%	9
2024 Q4	$3.77M	Buy	+146,232	New	+$3.84M	3.46%	8

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 22.96% 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

Keystone Financial Services (Nebraska)'s CGCB Position: Q2 2026 in Review

Keystone Financial Services (Nebraska) increased its Capital Group Core Bond ETF (CGCB) stake by 2.2% in Q2 2026, buying an estimated $100K and bringing the position to 180,534 shares worth $4.73M. The position accounts for 2.84% of the portfolio, ranked #9.

Keystone Financial Services (Nebraska) first reported a position in CGCB in Q4 2024 and has held it in 7 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Keystone Financial Services (Nebraska) held 180,534 shares of Capital Group Core Bond ETF worth $4.73M as of Q2 2026.
Keystone Financial Services (Nebraska) bought 3,813 Capital Group Core Bond ETF shares in Q2 2026, an estimated $100K.
Capital Group Core Bond ETF made up 2.84% of Keystone Financial Services (Nebraska)'s portfolio in Q2 2026, its #9 holding.
Keystone Financial Services (Nebraska) first reported a position in Capital Group Core Bond ETF in Q4 2024 and has held it in 7 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Keystone Financial Services (Nebraska)'s 13F filing for Q2 2026, filed 24 Jul 2026.