Concurrent Investment Advisors, LLC
Position in CGCB — Capital Group Core Bond ETF
CIK 2001015
Tampa, FL
All Filings in CGCB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,327,315 | 203,488 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,955,970 | 188,727 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $9,413,698 | 354,966 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,670,265 | 175,706 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,430,677 | 130,444 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,354,799 | 127,656 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,040,950 | 117,912 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,241,519 | 120,279 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,175,782 | 122,997 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||