J. Derek Lewis & Associates Inc. Invests $10.16 Million in Capital Group Core Bond ETF $CGCB

J. Derek Lewis & Associates Inc. acquired a new stake in Capital Group Core Bond ETF (NYSEARCA:CGCBFree Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 382,991 shares of the company’s stock, valued at approximately $10,157,000. Capital Group Core Bond ETF comprises about 2.4% of J. Derek Lewis & Associates Inc.’s holdings, making the stock its 13th biggest holding.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Capital International Investors lifted its stake in Capital Group Core Bond ETF by 92.3% in the third quarter. Capital International Investors now owns 19,008,607 shares of the company’s stock valued at $505,249,000 after acquiring an additional 9,125,578 shares during the last quarter. LPL Financial LLC increased its stake in shares of Capital Group Core Bond ETF by 30.4% during the 4th quarter. LPL Financial LLC now owns 22,259,688 shares of the company’s stock worth $590,327,000 after purchasing an additional 5,195,824 shares during the last quarter. Johnson Bixby & Associates LLC increased its stake in shares of Capital Group Core Bond ETF by 14,622.3% during the 4th quarter. Johnson Bixby & Associates LLC now owns 2,044,780 shares of the company’s stock worth $54,228,000 after purchasing an additional 2,030,891 shares during the last quarter. Wells Fargo & Company MN raised its holdings in shares of Capital Group Core Bond ETF by 92.5% in the 4th quarter. Wells Fargo & Company MN now owns 2,905,361 shares of the company’s stock valued at $77,050,000 after purchasing an additional 1,395,908 shares during the period. Finally, Aprio Wealth Management LLC bought a new stake in shares of Capital Group Core Bond ETF in the 4th quarter valued at about $25,716,000.

Capital Group Core Bond ETF Stock Performance

Shares of NYSEARCA:CGCB opened at $26.24 on Friday. Capital Group Core Bond ETF has a 52-week low of $25.84 and a 52-week high of $26.91. The company has a 50-day simple moving average of $26.23 and a 200 day simple moving average of $26.44.

Capital Group Core Bond ETF Company Profile

(Free Report)

The Capital Group Core Bond ETF (CGCB) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is an actively managed fund that invests in US and non-US bonds rated as investment grade. Holdings may also include other debt securities and derivatives. CGCB was launched on Sep 26, 2023 and is issued by Capital Group.

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Institutional Ownership by Quarter for Capital Group Core Bond ETF (NYSEARCA:CGCB)

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