Concurrent Investment Advisors, LLC
Position in CGCB — Capital Group Core Bond ETF
CIK 2001015
Tampa, FL
Position in CGCB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$4,955,970
-$4,457,728 QoQ
Shares Held
188,727
-46.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
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 | $4,955,970 | 188,727 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $9,413,698 | 354,966 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,670,265 | 175,706 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,430,677 | 130,444 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,354,799 | 127,656 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,040,950 | 117,912 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,241,519 | 120,279 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,175,782 | 122,997 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||