CGCB CAPITAL GROUP CORE BOND ETF

Ownership history in Continuum Advisory, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Continuum Advisory, LLC reported a position in CAPITAL GROUP CORE BOND ETF (CGCB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.73% (2025 Q4)
Avg. % of fund
1.33%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,026,504 +113,538 +12.4% 2.73% $27.2M $26.37
2025 Q3 ADDED 912,966 +170,043 +22.9% 2.57% $24.3M $26.12
2025 Q2 ADDED 742,923 +78,679 +11.8% 2.35% $19.5M $25.56
2025 Q1 ADDED 664,244 +526,028 +380.6% 2.25% $17.5M $25.28
2024 Q4 ADDED 138,216 +88,175 +176.2% 0.46% $3.6M $24.58
2024 Q3 ADDED 50,041 +36,503 +269.6% 0.17% $1.3M $25.38
2024 Q2 ADDED 13,538 +8 +0.1% 0.05% $350K $24.07
2024 Q1 INITIATED 13,530 0.05% $347K
% of Fund (quarterly)    CGCB price (monthly, adj. close)
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