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Priebe Wealth Holdings’s Capital Group Core Bond ETF CGCB Stock Holding History

Priebe Wealth Holdings’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
Q4 		– Sell
-12,000
Closed -$323K – 68
2024
Q3 		$323K Buy
+12,000
New +$319K 0.24% 41

Other funds holding CGCB

ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Priebe Wealth Holdings's CGCB Position: Q4 2024 in Review

Priebe Wealth Holdings sold out of Capital Group Core Bond ETF (CGCB) in Q4 2024, closing a stake of 12,000 shares — an estimated $323K sold.

Priebe Wealth Holdings first reported a position in CGCB in Q3 2024 and held it in 1 quarter. The position peaked at $323K in Q3 2024. 138 funds tracked by Wall St. Rank hold CGCB as of Q4 2024.

  • Priebe Wealth Holdings reported no remaining Capital Group Core Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Priebe Wealth Holdings sold 12,000 Capital Group Core Bond ETF shares in Q4 2024, an estimated $323K.
  • Priebe Wealth Holdings first reported a position in Capital Group Core Bond ETF in Q3 2024 and held it in 1 quarter.
  • Priebe Wealth Holdings's Capital Group Core Bond ETF position peaked at $323K in Q3 2024.
  • 138 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q4 2024.

Based on Priebe Wealth Holdings's 13F filing for Q4 2024, filed 16 Jan 2025.