Uptick Partners LLC Increases Stake in Capital Group Core Bond ETF $CGCB

Uptick Partners LLC lifted its holdings in shares of Capital Group Core Bond ETF (NYSEARCA:CGCBFree Report) by 28.6% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 275,570 shares of the company’s stock after purchasing an additional 61,237 shares during the period. Capital Group Core Bond ETF comprises about 1.4% of Uptick Partners LLC’s investment portfolio, making the stock its 14th biggest position. Uptick Partners LLC owned 0.15% of Capital Group Core Bond ETF worth $7,236,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in the business. IFP Advisors Inc lifted its stake in Capital Group Core Bond ETF by 473.1% in the third quarter. IFP Advisors Inc now owns 1,066 shares of the company’s stock worth $28,000 after purchasing an additional 880 shares during the last quarter. Gunpowder Capital Management LLC dba Oliver Wealth Management bought a new position in shares of Capital Group Core Bond ETF during the fourth quarter valued at about $43,000. Godfrey Financial Associates Inc. bought a new position in shares of Capital Group Core Bond ETF during the fourth quarter valued at about $73,000. Fifth Third Bancorp purchased a new position in shares of Capital Group Core Bond ETF in the fourth quarter worth about $98,000. Finally, Geneos Wealth Management Inc. increased its holdings in shares of Capital Group Core Bond ETF by 35.5% in the fourth quarter. Geneos Wealth Management Inc. now owns 6,870 shares of the company’s stock worth $182,000 after buying an additional 1,799 shares during the period.

Capital Group Core Bond ETF Price Performance

NYSEARCA CGCB opened at $26.04 on Monday. Capital Group Core Bond ETF has a 1-year low of $25.84 and a 1-year high of $26.91. The stock has a 50-day moving average of $26.16 and a 200-day moving average of $26.39.

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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