Synergy Investment Management, LLC
Position in CGCB — Capital Group Core Bond ETF
CIK 2053786
ALTAMONTE SPRINGS, FL
All Filings in CGCB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,041,909 | 77,995 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,810,495 | 68,945 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,771,403 | 66,795 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,306,274 | 49,145 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $1,049,754 | 39,945 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $309,351 | 11,995 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||