KNFPWM
CGCB icon

Keeler & Nadler Financial Planning & Wealth Management’s Capital Group Core Bond ETF CGCB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.38M Sell
128,648
-55,832
-30% -$1.47M 1.35% 19
2025
Q1
$4.84M Buy
184,480
+110,817
+150% +$2.91M 2.18% 16
2024
Q4
$1.9M Buy
+73,663
New +$1.9M 0.89% 26