Mosaic Family Wealth Partners LLC Increases Stake in Capital Group Core Bond ETF $CGCB

Mosaic Family Wealth Partners LLC increased its stake in Capital Group Core Bond ETF (NYSEARCA:CGCB) by 37.4% during the 1st quarter, Holdings Channel.com reports. The fund owned 261,568 shares of the company’s stock after buying an additional 71,139 shares during the period. Capital Group Core Bond ETF accounts for approximately 0.7% of Mosaic Family Wealth Partners LLC’s portfolio, making the stock its 18th largest position. Mosaic Family Wealth Partners LLC’s holdings in Capital Group Core Bond ETF were worth $6,869,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Kestra Advisory Services LLC grew its holdings in Capital Group Core Bond ETF by 51.2% in the first quarter. Kestra Advisory Services LLC now owns 477,772 shares of the company’s stock valued at $12,546,000 after purchasing an additional 161,714 shares during the period. Richmond Investment Services LLC raised its stake in Capital Group Core Bond ETF by 14.9% during the first quarter. Richmond Investment Services LLC now owns 69,905 shares of the company’s stock worth $1,836,000 after purchasing an additional 9,088 shares during the period. K2 Financial Inc. acquired a new position in shares of Capital Group Core Bond ETF in the 1st quarter valued at $250,000. Compton Financial Group LLC boosted its holdings in shares of Capital Group Core Bond ETF by 2,718.2% in the 1st quarter. Compton Financial Group LLC now owns 335,482 shares of the company’s stock valued at $8,810,000 after purchasing an additional 323,578 shares during the last quarter. Finally, Stephens Inc. AR boosted its holdings in shares of Capital Group Core Bond ETF by 5.9% in the 1st quarter. Stephens Inc. AR now owns 733,059 shares of the company’s stock valued at $19,250,000 after purchasing an additional 40,823 shares during the last quarter.

Capital Group Core Bond ETF Price Performance

Shares of NYSEARCA CGCB opened at $26.05 on Friday. The firm has a fifty day moving average of $26.16 and a 200-day moving average of $26.40. Capital Group Core Bond ETF has a 52-week low of $25.84 and a 52-week high of $26.91.

About Capital Group Core Bond ETF

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.