NerdWallet Wealth Partners, LLC
Position in CGCB — Capital Group Core Bond ETF
CIK 2079593
NEW YORK, NY
Position in CGCB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$13,202,057
+$3,996,488 QoQ
Shares Held
502,744
+44.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
20.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,202,057 | 502,744 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $9,205,569 | 347,118 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $7,632,606 | 287,156 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||