Capital Group Core Bond ETF $CGCB is NerdWallet Wealth Partners LLC’s 4th Largest Position

NerdWallet Wealth Partners LLC grew its holdings in shares of Capital Group Core Bond ETF (NYSEARCA:CGCBFree Report) by 31.0% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 658,570 shares of the company’s stock after buying an additional 155,826 shares during the period. Capital Group Core Bond ETF accounts for about 5.9% of NerdWallet Wealth Partners LLC’s holdings, making the stock its 4th largest holding. NerdWallet Wealth Partners LLC’s holdings in Capital Group Core Bond ETF were worth $17,241,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in CGCB. Advisortrust Partners LLC acquired a new stake in shares of Capital Group Core Bond ETF during the 1st quarter worth about $27,000. IFP Advisors Inc boosted its holdings 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 valued at $28,000 after purchasing an additional 880 shares in the last quarter. Legacy Wealth Managment LLC ID acquired a new position in Capital Group Core Bond ETF in the first quarter valued at approximately $37,000. Gunpowder Capital Management LLC dba Oliver Wealth Management purchased a new position in Capital Group Core Bond ETF in the fourth quarter valued at approximately $43,000. Finally, Godfrey Financial Associates Inc. purchased a new position in Capital Group Core Bond ETF in the fourth quarter valued at approximately $73,000.

Capital Group Core Bond ETF Price Performance

CGCB stock opened at $25.83 on Friday. Capital Group Core Bond ETF has a twelve month low of $25.70 and a twelve month high of $26.91. The company’s 50 day moving average is $26.08 and its two-hundred day moving average is $26.31.

About Capital Group Core Bond ETF

(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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