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D.J. St. Germain’s Capital Group Core Bond ETF CGCB Stock Holding History

D.J. St. Germain’s Portfolio CGCB Stock Details CGCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,557
Closed -$41.2K – 794
2023
Q4 		$41.2K Buy
+1,557
New +$39.5K ﹤0.01% 412

Other funds holding CGCB

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

D.J. St. Germain's CGCB Position: Q1 2024 in Review

D.J. St. Germain sold out of Capital Group Core Bond ETF (CGCB) in Q1 2024, closing a stake of 1,557 shares — an estimated $41.2K sold.

D.J. St. Germain first reported a position in CGCB in Q4 2023 and held it in 1 quarter. The position peaked at $41.2K in Q4 2023. 45 funds tracked by Wall St. Rank hold CGCB as of Q1 2024.

  • D.J. St. Germain reported no remaining Capital Group Core Bond ETF position as of Q1 2024 after selling out during the quarter.
  • D.J. St. Germain sold 1,557 Capital Group Core Bond ETF shares in Q1 2024, an estimated $41.2K.
  • D.J. St. Germain first reported a position in Capital Group Core Bond ETF in Q4 2023 and held it in 1 quarter.
  • D.J. St. Germain's Capital Group Core Bond ETF position peaked at $41.2K in Q4 2023.
  • 45 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q1 2024.

Based on D.J. St. Germain's 13F filing for Q1 2024, filed 2 Apr 2024.