Carson Advisory’s Capital Group Core Balanced ETF CGBL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$437K	Hold	13,075	–	–	0.28%	83
2025 Q1	$405K	Sell	13,075 -278	-2%	-$8.61K	0.27%	83
2024 Q4	$418K	Buy	13,353 +1,800	+16%	+$56.3K	0.29%	80
2024 Q3	$359K	Buy	+11,553	New	+$359K	0.23%	112