Financial Perspectives, Inc
Position in CGCB — Capital Group Core Bond ETF
CIK 2003287
MINNEAPOLIS, MN
Position in CGCB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$576,249
+$17,950 QoQ
Shares Held
21,944
+4.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $576,249 | 21,944 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $558,299 | 21,052 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $366,538 | 13,790 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $157,905 | 6,004 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $134,028 | 5,100 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $130,961 | 5,078 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $136,124 | 5,051 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $57,785 | 2,238 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $57,472 | 2,211 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||