Number of Shares
773,624.00
Current Holdings Value*
$20.35 Mil
% of Portfolio
4.78%
Total Estimate Gain
$147,037.51
% of Total Estimate Gain
0.73%

Spinnaker Investment Group, LLC's Capital Group Core Bond ETF Holding Summary

As of 2025-06-30, Spinnaker Investment Group, LLC held 773,624.00 shares of Capital Group Core Bond ETF(CGCB), totaling $20.35 Mil. This investment constitutes 4.78% of their stock portfolio, and Spinnaker Investment Group, LLC now holds 0.82% of the outstanding Capital Group Core Bond ETF(CGCB) stock.

The initial trade took place in 2024Q4. And since then Spinnaker Investment Group, LLC has made 3 purchases of CGCB, at an average price of $26.05, for a total of 773,624.00 shares. Based on historical transaction data and CGCB's current price of $26.24, Spinnaker Investment Group, LLC's estimated gain on his CGCB holdings is $147,037.51, reflecting a 0.73% gain to date.

Spinnaker Investment Group, LLC CGCB ($26.24) Holding Chart

Spinnaker Investment Group, LLC CGCB ($26.24) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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