Gutierrez Wealth Advisory, LLC
Position in CGCB — Capital Group Core Bond ETF
CIK 1965923
LITTLE ROCK, AR
Position in CGCB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$706,787
+$181,824 QoQ
Shares Held
26,915
+36.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.94%
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 | $706,787 | 26,915 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $524,963 | 19,795 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $520,037 | 19,565 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||