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

KWB Wealth’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 Q3	$10M	Buy	+401,603	New	+$10.4M	0.86%	36

Other funds holding CGCB

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

GFG

Greenbush Financial Group Albany, New York $341M AUM 14.35% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

STA

Smith Thornton Advisors Huntsville, Alabama $229M AUM 13.71% 1-Year Est. Return

KWB Wealth's CGCB Position: Q3 2026 in Review

KWB Wealth opened a new position in Capital Group Core Bond ETF (CGCB) in Q3 2026: 401,603 shares worth $10M. The stake represents 0.86% of the portfolio and ranks #36 among its holdings.

43 funds tracked by Wall St. Rank hold CGCB as of Q3 2026.

KWB Wealth held 401,603 shares of Capital Group Core Bond ETF worth $10M as of Q3 2026.
Capital Group Core Bond ETF was a new KWB Wealth position in Q3 2026.
Capital Group Core Bond ETF made up 0.86% of KWB Wealth's portfolio in Q3 2026, its #36 holding.
43 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.