RICHARDS, MERRILL & PETERSON, INC.
Position in CGCB — Capital Group Core Bond ETF
CIK 90108
SPOKANE, WA
Position in CGCB
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$2,383,436
+$105,289 QoQ
Shares Held
90,763
+5.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,383,436 | 90,763 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,278,147 | 85,903 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,964,820 | 73,921 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,754,736 | 66,720 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,315,971 | 50,075 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,154,747 | 44,775 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||