U.S. Capital Wealth Advisors, LLC
Position in CGCB — Capital Group Core Bond ETF
CIK 1808915
AUSTIN, TX
Position in CGCB
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$1,969,211
+$262,676 QoQ
Shares Held
74,989
+16.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,969,211 | 74,989 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,706,535 | 64,349 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,501,344 | 56,484 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,065,071 | 40,497 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $937,591 | 35,677 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $657,877 | 25,509 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $695,256 | 25,798 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $644,725 | 24,970 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $391,989 | 15,080 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $290,366 | 10,980 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||