Capital Planning Advisors, LLC
Position in CGCB — Capital Group Core Bond ETF
CIK 1631941
Roseville, CA
Position in CGCB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,119,523
+$414,394 QoQ
Shares Held
80,713
+25.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGCB Over Time
Shares Held
Position Value (USD)
All Filings in CGCB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,119,523 | 80,713 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,705,129 | 64,296 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||