Keystone Financial Services, LLC
Position in CGCB — Capital Group Core Bond ETF
CIK 2046033
OMAHA, NE
Position in CGCB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$4,640,693
+$8,578 QoQ
Shares Held
176,721
+1.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
20.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,640,693 | 176,721 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,632,115 | 174,665 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,531,836 | 170,498 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,267,201 | 162,251 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,017,896 | 152,888 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,771,323 | 146,232 | Shares | Sole | 2025-03-14 | |
| No filing history on record for this holder in this stock. | ||||||