Uptick Partners LLC Raises Stock Holdings in Capital Group Core Bond ETF $CGCB

Uptick Partners LLC boosted its position in shares of Capital Group Core Bond ETF (NYSEARCA:CGCB) by 28.6% in the first quarter, HoldingsChannel reports. The institutional investor owned 275,570 shares of the company’s stock after acquiring an additional 61,237 shares during the quarter. Capital Group Core Bond ETF makes up approximately 1.4% of Uptick Partners LLC’s holdings, making the stock its 14th biggest holding. Uptick Partners LLC’s holdings in Capital Group Core Bond ETF were worth $7,236,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in CGCB. LPL Financial LLC grew its holdings in Capital Group Core Bond ETF by 30.4% in the 4th quarter. LPL Financial LLC now owns 22,259,688 shares of the company’s stock worth $590,327,000 after acquiring an additional 5,195,824 shares during the last quarter. Capital International Investors raised its stake in shares of Capital Group Core Bond ETF by 24.4% during the fourth quarter. Capital International Investors now owns 23,650,039 shares of the company’s stock valued at $627,199,000 after acquiring an additional 4,641,432 shares during the last quarter. Johnson Bixby & Associates LLC raised its stake in shares of Capital Group Core Bond ETF by 14,622.3% during the fourth quarter. Johnson Bixby & Associates LLC now owns 2,044,780 shares of the company’s stock valued at $54,228,000 after acquiring an additional 2,030,891 shares during the last quarter. Wells Fargo & Company MN boosted its holdings in shares of Capital Group Core Bond ETF by 92.5% during the fourth quarter. Wells Fargo & Company MN now owns 2,905,361 shares of the company’s stock worth $77,050,000 after purchasing an additional 1,395,908 shares during the period. Finally, Aprio Wealth Management LLC purchased a new stake in shares of Capital Group Core Bond ETF during the fourth quarter worth about $25,716,000.

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 business’s 50-day moving average is $26.16 and its 200 day moving average is $26.39.

Capital Group Core Bond ETF Company Profile

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.