Steward Partners Investment Advisory’s Capital Group Core Bond ETF CGCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
8,915
+7,210
| +423% | +$190K | ﹤0.01% | 1684 |
|
|
2025
Q1 | $44.8K | Buy |
1,705
+300
| +21% | +$7.88K | ﹤0.01% | 2440 |
|
|
2024
Q4 | $36.2K | Hold |
1,405
| – | – | ﹤0.01% | 2510 |
|
|
2024
Q3 | $37.9K | Buy |
1,405
+510
| +57% | +$13.7K | ﹤0.01% | 2372 |
|
|
2024
Q2 | $23.1K | Hold |
895
| – | – | ﹤0.01% | 2461 |
|
|
2024
Q1 | $23.3K | Buy |
895
+96
| +12% | +$2.5K | ﹤0.01% | 2455 |
|
|
2023
Q4 | $21.1K | Buy |
+799
| New | +$21.1K | ﹤0.01% | 2384 |
|