Lodestone Wealth Management LLC
Position in CGCB — Capital Group Core Bond ETF
CIK 1950158
SPOKANE, WA
Position in CGCB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$2,392,548
-$10,561 QoQ
Shares Held
91,110
+0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,392,548 | 91,110 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,403,109 | 90,615 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,350,602 | 88,435 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,290,019 | 87,073 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,299,447 | 87,498 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,053,270 | 79,615 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,738,221 | 64,498 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,282,040 | 49,653 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $901,341 | 34,675 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||