Envestnet Portfolio Solutions, Inc.
Position in CGCB — Capital Group Core Bond ETF
CIK 1998033
BERWYN, PA
Position in CGCB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$3,102,986
-$370,842 QoQ
Shares Held
118,164
-9.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,102,986 | 118,164 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,473,828 | 130,989 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,900,834 | 109,136 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,560,673 | 97,364 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,322,685 | 126,434 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,329,172 | 90,313 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,162,468 | 80,240 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,232,466 | 47,733 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||