Hartmann Taylor Wealth Management, LLC
Position in CGCB — Capital Group Core Bond ETF
CIK 2058267
DALLAS, TX
Position in CGCB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$404,509
+$102,075 QoQ
Shares Held
15,404
+35.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $404,509 | 15,404 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $302,434 | 11,404 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $212,640 | 8,000 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $329,959 | 12,546 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $207,953 | 7,913 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||