HP
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Holistic Planning’s Capital Group Core Bond ETF CGCB Stock Holding History

Holistic Planning’s Portfolio CGCB Stock Details CGCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.11M Buy
42,325
+18,867
+80% +$496K 0.32% 62
2025
Q1 		$616K Sell
23,458
-4,298
-15% -$113K 0.21% 85
2024
Q4 		$716K Buy
+27,756
New +$716K 0.26% 74