Clear Creek Financial Management’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	$3.01M	Buy	89,959 +5,476	+6%	+$183K	0.29%	75
2025 Q1	$2.62M	Buy	84,483 +12,774	+18%	+$396K	0.27%	80
2024 Q4	$2.24M	Buy	71,709 +13,705	+24%	+$429K	0.24%	94
2024 Q3	$1.8M	Buy	58,004 +20,124	+53%	+$625K	0.2%	101
2024 Q2	$1.13M	Buy	+37,880	New	+$1.13M	0.14%	139