LongView Wealth Management
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LongView Wealth Management’s Capital Group High Yield Bond ETF CGHY Stock Holding History

LongView Wealth Management’s Portfolio CGHY Stock Details CGHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$422K Buy
17,318
+2,889
+20% +$72.6K 0.1% 141
2026
Q2 		$365K Buy
+14,429
New +$366K 0.09% 151

Other funds holding CGHY

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LongView Wealth Management's CGHY Position: Q3 2026 in Review

LongView Wealth Management increased its Capital Group High Yield Bond ETF (CGHY) stake by 20% in Q3 2026, buying an estimated $72.6K and bringing the position to 17,318 shares worth $422K. The position accounts for 0.1% of the portfolio, ranked #141.

LongView Wealth Management first reported a position in CGHY in Q2 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold CGHY as of Q3 2026.

  • LongView Wealth Management held 17,318 shares of Capital Group High Yield Bond ETF worth $422K as of Q3 2026.
  • LongView Wealth Management bought 2,889 Capital Group High Yield Bond ETF shares in Q3 2026, an estimated $72.6K.
  • Capital Group High Yield Bond ETF made up 0.1% of LongView Wealth Management's portfolio in Q3 2026, its #141 holding.
  • LongView Wealth Management first reported a position in Capital Group High Yield Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Capital Group High Yield Bond ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.