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 Q2	$261K	Sell	9,968 -1,179	-11%	-$30.9K	0.04%	98
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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Rather & Kittrell's CGCB Position: Q2 2026 in Review

Rather & Kittrell reduced its Capital Group Core Bond ETF (CGCB) stake by 11% in Q2 2026, selling an estimated $30.9K and leaving 9,968 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #98.

Rather & Kittrell first reported a position in CGCB in Q1 2024 and has held it in 10 quarters since. The position peaked at $293K in Q1 2026. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Rather & Kittrell held 9,968 shares of Capital Group Core Bond ETF worth $261K as of Q2 2026.
Rather & Kittrell sold 1,179 Capital Group Core Bond ETF shares in Q2 2026, an estimated $30.9K.
Capital Group Core Bond ETF made up 0.04% of Rather & Kittrell's portfolio in Q2 2026, its #98 holding.
Rather & Kittrell first reported a position in Capital Group Core Bond ETF in Q1 2024 and has held it in 10 quarters since.
Rather & Kittrell's Capital Group Core Bond ETF position peaked at $293K in Q1 2026.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.