Steward Partners Investment Advisory, LLC
Position in CGCB — Capital Group Core Bond ETF
CIK 1723397
STAMFORD, CT
Position in CGCB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$14,461,989
+$402,674 QoQ
Shares Held
552,406
+3.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#21
of 85 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,461,989 | 552,406 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $14,059,315 | 535,389 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $13,581,475 | 512,122 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $12,799,093 | 481,531 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $234,464 | 8,915 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $44,807 | 1,705 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $36,234 | 1,405 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $37,864 | 1,405 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $23,108 | 895 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $23,264 | 895 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $21,129 | 799 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||