Koshinski Asset Management
CGCB icon

Koshinski Asset Management’s Capital Group Core Bond ETF CGCB Stock Holding History

Koshinski Asset 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 		$680K Buy
25,982
+1,027
+4% +$26.9K 0.04% 382
2026
Q1 		$655K Buy
24,955
+5,752
+30% +$153K 0.04% 364
2025
Q4 		$509K Buy
19,203
+9,614
+100% +$256K 0.03% 417
2025
Q3 		$255K Buy
+9,589
New +$253K 0.02% 620

Other funds holding CGCB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Koshinski Asset Management's CGCB Position: Q2 2026 in Review

Koshinski Asset Management increased its Capital Group Core Bond ETF (CGCB) stake by 4.1% in Q2 2026, buying an estimated $26.9K and bringing the position to 25,982 shares worth $680K. The position accounts for 0.04% of the portfolio, ranked #382.

Koshinski Asset Management first reported a position in CGCB in Q3 2025 and has held it in 4 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • Koshinski Asset Management held 25,982 shares of Capital Group Core Bond ETF worth $680K as of Q2 2026.
  • Koshinski Asset Management bought 1,027 Capital Group Core Bond ETF shares in Q2 2026, an estimated $26.9K.
  • Capital Group Core Bond ETF made up 0.04% of Koshinski Asset Management's portfolio in Q2 2026, its #382 holding.
  • Koshinski Asset Management first reported a position in Capital Group Core Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.