CWS Financial Advisors, LLC
Position in CGCB — Capital Group Core Bond ETF
CIK 1802459
KALAMAZOO, MI
Position in CGCB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,862,201
+$35,186 QoQ
Shares Held
70,914
+2.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,862,201 | 70,914 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,827,015 | 68,892 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $817,574 | 30,759 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $794,365 | 30,204 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $734,815 | 27,961 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $441,241 | 17,109 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $289,604 | 10,746 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $234,419 | 9,079 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||