Strategic Family Wealth Counselors, L.L.C.
Position in CGCB — Capital Group Core Bond ETF
CIK 1729755
FAIRFIELD, NJ
Position in CGCB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,700,527
+$774,990 QoQ
Shares Held
370,532
+9.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.66%
of 13F equity value
Holder Rank
#24
of 85 holders
Holding Since
Jun 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,700,527 | 370,532 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,925,537 | 339,891 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,893,306 | 297,636 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,423,888 | 204,059 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,524,178 | 172,022 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,221,908 | 160,651 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,087,424 | 119,714 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,450,233 | 53,812 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $596,777 | 23,113 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||