Swisher Financial Concepts, Inc.
Position in CGCB — Capital Group Core Bond ETF
CIK 1947503
WESTERVILLE, OH
Position in CGCB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$203,357
-$1,828 QoQ
Shares Held
7,744
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $203,357 | 7,744 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $205,185 | 7,737 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $205,410 | 7,728 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||