BFS
Bare Financial Services’s Capital Group Core Balanced ETF CGBL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.22M | Buy |
36,522
+6,720
| +23% | +$225K | 0.41% | 24 |
|
2025
Q1 | $923K | Buy |
29,802
+5,204
| +21% | +$161K | 0.35% | 25 |
|
2024
Q4 | $769K | Buy |
24,598
+12,634
| +106% | +$395K | 0.31% | 27 |
|
2024
Q3 | $371K | Buy |
11,964
+10,361
| +646% | +$322K | 0.15% | 32 |
|
2024
Q2 | $48.4K | Buy |
+1,603
| New | +$48.4K | 0.03% | 59 |
|