Strategic Family Wealth Counselors L.L.C. Grows Stock Holdings in Capital Group Core Bond ETF $CGCB

Strategic Family Wealth Counselors L.L.C. lifted its holdings in Capital Group Core Bond ETF (NYSEARCA:CGCB) by 18.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 204,059 shares of the company’s stock after acquiring an additional 32,037 shares during the period. Capital Group Core Bond ETF makes up 1.4% of Strategic Family Wealth Counselors L.L.C.’s portfolio, making the stock its 24th biggest position. Strategic Family Wealth Counselors L.L.C. owned about 0.16% of Capital Group Core Bond ETF worth $5,424,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in CGCB. Marshall & Sterling Wealth Advisors Inc. boosted its position in Capital Group Core Bond ETF by 77.5% during the 3rd quarter. Marshall & Sterling Wealth Advisors Inc. now owns 4,378 shares of the company’s stock worth $116,000 after purchasing an additional 1,912 shares during the period. Synergy Investment Management LLC purchased a new stake in shares of Capital Group Core Bond ETF in the third quarter worth about $1,306,000. Rothschild Investment LLC grew its stake in shares of Capital Group Core Bond ETF by 8.3% in the third quarter. Rothschild Investment LLC now owns 107,442 shares of the company’s stock valued at $2,856,000 after buying an additional 8,254 shares in the last quarter. JPMorgan Chase & Co. raised its holdings in shares of Capital Group Core Bond ETF by 48.7% during the 3rd quarter. JPMorgan Chase & Co. now owns 294,485 shares of the company’s stock valued at $7,827,000 after buying an additional 96,497 shares during the period. Finally, MSH Capital Advisors LLC lifted its position in Capital Group Core Bond ETF by 46.7% during the 3rd quarter. MSH Capital Advisors LLC now owns 26,332 shares of the company’s stock worth $700,000 after acquiring an additional 8,385 shares in the last quarter.

Capital Group Core Bond ETF Trading Down 0.1%

Shares of CGCB traded down $0.03 during mid-day trading on Friday, reaching $26.78. 58,085 shares of the stock traded hands, compared to its average volume of 1,215,301. The stock has a fifty day simple moving average of $26.59 and a 200 day simple moving average of $26.59. Capital Group Core Bond ETF has a 12-month low of $25.57 and a 12-month high of $26.91.

Capital Group Core Bond ETF Cuts Dividend

The company also recently disclosed a monthly dividend, which was paid on Monday, February 2nd. Shareholders of record on Friday, January 30th were issued a $0.069 dividend. The ex-dividend date was Friday, January 30th. This represents a c) dividend on an annualized basis and a yield of 3.1%.

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.