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CAPTRUST FINANCIAL ADVISORS

Position in CGCB — Capital Group Core Bond ETF

CIK 1512024 RALEIGH, NC

Position in CGCB

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$40,752,651
+$1,696,705 QoQ
Shares Held
1,556,633
+4.7% QoQ
Ownership
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#13
of 85 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority Sole 92% Shared 0% None 8%

Common Shares in CGCB Over Time

Shares Held

Position Value (USD)

All Filings in CGCB

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $40,752,651 1,556,633
2026-03-31 $39,055,946 1,487,279
2025-12-31 $19,860,085 748,872
2025-09-30 $18,713,117 704,030
2025-06-30 $17,322,784 658,661
2025-03-31 $9,753,322 371,131
2024-12-31 $4,858,294 188,379
2024-09-30 $3,587,395 133,113
2024-06-30 $257,683 9,980