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UPTICK PARTNERS, LLC

Position in CGCB — Capital Group Core Bond ETF

CIK 2005353 NACOGDOCHES, TX

Position in CGCB

as of Mar 31, 2026 · filed May 4, 2026
Position Value
$7,236,468
+$1,552,357 QoQ
Shares Held
275,570
+28.6% QoQ
Ownership
of shares outstanding
% of Portfolio
5.63%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $7,236,468 275,570
2025-12-31 $5,684,111 214,333
2025-09-30 $1,633,367 61,451
2025-06-30 $1,113,147 42,325
2025-03-31 $616,476 23,458
2024-12-31 $715,827 27,756