CREATIVE FINANCIAL DESIGNS INC /ADV
Position in CGCB — Capital Group Core Bond ETF
CIK 819864
KOKOMO, IN
Position in CGCB
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$335,418
-$4,197 QoQ
Shares Held
12,773
-0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $335,418 | 12,773 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $339,615 | 12,806 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $287,781 | 10,827 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $384,900 | 14,635 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $177,731 | 6,763 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $85,261 | 3,306 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $68,641 | 2,547 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $6,016 | 233 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $6,056 | 233 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||