MISSION WEALTH MANAGEMENT, LP
Position in CGCB — Capital Group Core Bond ETF
CIK 1645382
Santa Barbara, CA
Position in CGCB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,783,356
+$151,336 QoQ
Shares Held
144,073
+5.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,783,356 | 144,073 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,632,020 | 136,954 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,857,224 | 69,873 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,688,012 | 64,183 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,651,251 | 62,833 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||