INDEPENDENT FINANCIAL GROUP, LLC
Position in CGCB — Capital Group Core Bond ETF
CIK 275484
SAN DIEGO, CA
Position in CGCB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,427,474
+$151,608 QoQ
Shares Held
92,440
+7.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,427,474 | 92,440 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,275,866 | 85,817 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $7,455,690 | 280,500 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $6,393,503 | 243,099 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,901,778 | 72,366 | Shares | Sole | 2026-05-19 | |
| No filing history on record for this holder in this stock. | ||||||