Capital Group Core Bond ETF $CGCB Shares Acquired by NerdWallet Wealth Partners LLC

NerdWallet Wealth Partners LLC increased its stake in shares of Capital Group Core Bond ETF (NYSEARCA:CGCB) by 44.8% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 502,744 shares of the company’s stock after buying an additional 155,626 shares during the quarter. Capital Group Core Bond ETF accounts for about 5.8% of NerdWallet Wealth Partners LLC’s investment portfolio, making the stock its 5th largest position. NerdWallet Wealth Partners LLC owned 0.27% of Capital Group Core Bond ETF worth $13,202,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also bought and sold shares of CGCB. LPL Financial LLC raised its stake in Capital Group Core Bond ETF by 30.4% during the fourth 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 in the last quarter. Capital International Investors lifted its holdings 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 period. Johnson Bixby & Associates LLC boosted its stake in shares of Capital Group Core Bond ETF by 14,622.3% in the 4th quarter. Johnson Bixby & Associates LLC now owns 2,044,780 shares of the company’s stock valued at $54,228,000 after purchasing an additional 2,030,891 shares in the last quarter. Wells Fargo & Company MN boosted its stake 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 in the last quarter. Finally, Aprio Wealth Management LLC bought a new stake in shares of Capital Group Core Bond ETF in the 4th quarter worth about $25,716,000.

Capital Group Core Bond ETF Price Performance

Shares of CGCB stock opened at $26.07 on Thursday. Capital Group Core Bond ETF has a 12-month low of $25.84 and a 12-month high of $26.91. The firm has a 50-day moving average price of $26.14 and a 200 day moving average price of $26.38.

Capital Group Core Bond ETF 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.