Birchwood Financial Partners, Inc.
Position in CGCB — Capital Group Core Bond ETF
CIK 2110062
BLOOMINGTON, MN
Position in CGCB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$799,039
+$69,023 QoQ
Shares Held
30,428
+10.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $799,039 | 30,428 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $730,016 | 27,527 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||