Keeler & Nadler Financial Planning & Wealth Management Reduces Stock Position in Capital Group Core Bond ETF $CGCB

Keeler & Nadler Financial Planning & Wealth Management reduced its holdings in shares of Capital Group Core Bond ETF (NYSEARCA:CGCBFree Report) by 30.3% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 128,648 shares of the company’s stock after selling 55,832 shares during the quarter. Capital Group Core Bond ETF comprises 1.4% of Keeler & Nadler Financial Planning & Wealth Management’s investment portfolio, making the stock its 19th biggest position. Keeler & Nadler Financial Planning & Wealth Management owned about 0.13% of Capital Group Core Bond ETF worth $3,383,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the business. EQ Wealth Advisors LLC lifted its stake in shares of Capital Group Core Bond ETF by 18.4% during the 2nd quarter. EQ Wealth Advisors LLC now owns 11,138 shares of the company’s stock valued at $293,000 after buying an additional 1,734 shares in the last quarter. Mutual Advisors LLC lifted its stake in shares of Capital Group Core Bond ETF by 32.0% during the 2nd quarter. Mutual Advisors LLC now owns 103,067 shares of the company’s stock valued at $2,699,000 after buying an additional 24,972 shares in the last quarter. Harbour Investments Inc. lifted its stake in shares of Capital Group Core Bond ETF by 8.3% during the 2nd quarter. Harbour Investments Inc. now owns 75,910 shares of the company’s stock valued at $1,996,000 after buying an additional 5,824 shares in the last quarter. Sagespring Wealth Partners LLC lifted its stake in shares of Capital Group Core Bond ETF by 17.7% during the 2nd quarter. Sagespring Wealth Partners LLC now owns 11,161 shares of the company’s stock valued at $294,000 after buying an additional 1,681 shares in the last quarter. Finally, Bill Few Associates Inc. lifted its stake in shares of Capital Group Core Bond ETF by 0.9% during the 2nd quarter. Bill Few Associates Inc. now owns 47,071 shares of the company’s stock valued at $1,238,000 after buying an additional 425 shares in the last quarter.

Capital Group Core Bond ETF Stock Performance

Shares of CGCB stock opened at $26.74 on Wednesday. The firm’s 50 day moving average is $26.53 and its 200 day moving average is $26.25. Capital Group Core Bond ETF has a 12 month low of $25.44 and a 12 month high of $26.86.

Capital Group Core Bond ETF Cuts Dividend

The company also recently announced a monthly dividend, which was paid on Tuesday, September 30th. Shareholders of record on Monday, September 29th were paid a $0.0905 dividend. The ex-dividend date was Monday, September 29th. This represents a c) annualized dividend and a yield of 4.1%.

Capital Group Core Bond ETF 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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