tru Independence LLC Purchases 609 Shares of Capital Group Core Balanced ETF $CGBL

tru Independence LLC raised its position in Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 7.8% during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor owned 8,370 shares of the company’s stock after acquiring an additional 609 shares during the period. tru Independence LLC’s holdings in Capital Group Core Balanced ETF were worth $280,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently bought and sold shares of CGBL. Great Valley Advisor Group Inc. bought a new stake in Capital Group Core Balanced ETF in the 4th quarter valued at approximately $1,967,000. B. Riley Wealth Advisors Inc. lifted its stake in Capital Group Core Balanced ETF by 113.1% in the 4th quarter. B. Riley Wealth Advisors Inc. now owns 62,511 shares of the company’s stock valued at $1,955,000 after acquiring an additional 33,178 shares in the last quarter. Capital A Wealth Management LLC bought a new stake in Capital Group Core Balanced ETF in the 4th quarter valued at approximately $64,000. Centaurus Financial Inc. bought a new stake in Capital Group Core Balanced ETF in the 4th quarter valued at approximately $1,110,000. Finally, Wealth Enhancement Advisory Services LLC lifted its stake in Capital Group Core Balanced ETF by 38.1% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 1,592,644 shares of the company’s stock valued at $49,802,000 after acquiring an additional 439,417 shares in the last quarter.

Capital Group Core Balanced ETF Stock Performance

NYSEARCA CGBL opened at $34.96 on Wednesday. Capital Group Core Balanced ETF has a 52 week low of $28.22 and a 52 week high of $35.08. The stock has a market capitalization of $2.85 billion, a price-to-earnings ratio of 25.37 and a beta of 0.76. The stock’s 50 day moving average price is $34.09 and its two-hundred day moving average price is $32.52.

Capital Group Core Balanced ETF Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, July 1st. Stockholders of record on Monday, June 30th were paid a dividend of $0.1645 per share. The ex-dividend date was Monday, June 30th. This represents a $0.66 dividend on an annualized basis and a dividend yield of 1.9%.

About Capital Group Core Balanced ETF

The Capital Group Core Balanced ETF (CGBL) is an exchange-traded fund that mostly invests in target outcome asset allocation. The fund is an actively managed fund-of-funds that offers a balanced approach to total return and capital preservation. The fund employs an active asset allocation strategy to invest in equities, debts, money market instruments, and cash.