KESTRA PRIVATE WEALTH SERVICES, LLC
Position in CGCB — Capital Group Core Bond ETF
CIK 1649451
AUSTIN, TX
Position in CGCB
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$1,554,828
+$325,361 QoQ
Shares Held
59,209
+27.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Common Shares in CGCB Over Time
Shares Held
Position Value (USD)
All Filings in CGCB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,554,828 | 59,209 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,229,467 | 46,360 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $857,710 | 32,269 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $255,925 | 9,731 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||