Kingsview Wealth Management’s Capital Group Core Bond ETF CGCB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.2M | Buy |
235,612
+43,827
| +23% | +$1.15M | 0.1% | 200 |
|
2025
Q1 | $5.04M | Sell |
191,785
-27,511
| -13% | -$723K | 0.1% | 217 |
|
2024
Q4 | $5.66M | Buy |
219,296
+37,503
| +21% | +$967K | 0.11% | 187 |
|
2024
Q3 | $4.9M | Buy |
181,793
+88,781
| +95% | +$2.39M | 0.1% | 203 |
|
2024
Q2 | $2.4M | Buy |
93,012
+41,292
| +80% | +$1.07M | 0.06% | 301 |
|
2024
Q1 | $1.34M | Buy |
51,720
+32,002
| +162% | +$832K | 0.03% | 427 |
|
2023
Q4 | $521K | Buy |
+19,718
| New | +$521K | 0.02% | 622 |
|