Balboa Wealth Partners’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$332K	Buy	12,024 +2,172	+22%	+$60K	0.07%	230
2025 Q1	$269K	Buy	+9,852	New	+$269K	0.06%	214
2024 Q3	–	Sell	-10,454	Closed	-$281K	–	342
2024 Q2	$281K	Sell	10,454 -848	-8%	-$22.8K	0.07%	202
2024 Q1	$306K	Buy	+11,302	New	+$306K	0.09%	162