RK
CGCB icon

Rather & Kittrell’s Capital Group Core Bond ETF CGCB Stock Holding History

Rather & Kittrell’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
Q1 		$293K Buy
11,147
+1,692
+18% +$44.9K 0.05% 90
2025
Q4 		$251K Hold
9,455
– – 0.04% 96
2025
Q3 		$251K Hold
9,455
– – 0.04% 88
2025
Q2 		$249K Hold
9,455
– – 0.05% 81
2025
Q1 		$248K Sell
9,455
-1,859
-16% -$48.4K 0.05% 78
2024
Q4 		$292K Buy
11,314
+1,143
+11% +$30K 0.07% 75
2024
Q3 		$274K Hold
10,171
– – 0.07% 76
2024
Q2 		$263K Buy
10,171
+753
+8% +$19.4K 0.07% 72
2024
Q1 		$245K Buy
+9,418
New +$246K 0.07% 75

Other funds holding CGCB

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return