Steward Partners Investment Advisory, LLC
Position in CGCB — Capital Group Core Bond ETF
CIK 1723397
STAMFORD, CT
All Filings in CGCB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,461,989 | 552,406 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $14,059,315 | 535,389 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $13,581,475 | 512,122 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $12,799,093 | 481,531 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $234,464 | 8,915 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $44,807 | 1,705 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $36,234 | 1,405 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $37,864 | 1,405 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $23,108 | 895 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $23,264 | 895 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $21,129 | 799 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||