Kingsview Wealth Management’s Capital Group Core Bond ETF CGCB Stock Holding History

Kingsview Wealth Management’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	$8.15M	Sell	311,252 -54,419	-15%	-$1.43M	0.1%	196
2026 Q1	$9.6M	Buy	365,671 +70,760	+24%	+$1.88M	0.13%	136
2025 Q4	$7.82M	Buy	294,911 +27,332	+10%	+$728K	0.11%	174
2025 Q3	$7.11M	Buy	267,579 +31,967	+14%	+$843K	0.11%	197
2025 Q2	$6.2M	Buy	235,612 +43,827	+23%	+$1.14M	0.1%	200
2025 Q1	$5.04M	Sell	191,785 -27,511	-13%	-$716K	0.1%	217
2024 Q4	$5.66M	Buy	219,296 +37,503	+21%	+$984K	0.11%	187
2024 Q3	$4.9M	Buy	181,793 +88,781	+95%	+$2.36M	0.1%	203
2024 Q2	$2.4M	Buy	93,012 +41,292	+80%	+$1.06M	0.06%	301
2024 Q1	$1.34M	Buy	51,720 +32,002	+162%	+$834K	0.03%	427
2023 Q4	$521K	Buy	+19,718	New	+$500K	0.02%	622

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

Kingsview Wealth Management's CGCB Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Capital Group Core Bond ETF (CGCB) stake by 15% in Q2 2026, selling an estimated $1.43M and leaving 311,252 shares worth $8.15M. The position accounts for 0.1% of the portfolio, ranked #196.

Kingsview Wealth Management first reported a position in CGCB in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.6M in Q1 2026. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Kingsview Wealth Management held 311,252 shares of Capital Group Core Bond ETF worth $8.15M as of Q2 2026.
Kingsview Wealth Management sold 54,419 Capital Group Core Bond ETF shares in Q2 2026, an estimated $1.43M.
Capital Group Core Bond ETF made up 0.1% of Kingsview Wealth Management's portfolio in Q2 2026, its #196 holding.
Kingsview Wealth Management first reported a position in Capital Group Core Bond ETF in Q4 2023 and has held it in 11 quarters since.
Kingsview Wealth Management's Capital Group Core Bond ETF position peaked at $9.6M in Q1 2026.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.