Merited Wealth, LLC
Position in CGCB — Capital Group Core Bond ETF
CIK 2123943
NORTH BAY VILLAGE, FL
Position in CGCB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,027,198
-$1,573,329 QoQ
Shares Held
39,236
-60.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.58%
of 13F equity value
Holder Rank
#58
of 85 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,027,198 | 39,236 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,600,527 | 99,030 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,670,854 | 100,711 | Shares | Sole | 2026-03-26 | |
| No filing history on record for this holder in this stock. | ||||||