IWM
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IHT Wealth Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

IHT Wealth Management’s Portfolio CGBL Stock Details CGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$524K Buy
15,668
+6,862
+78% +$229K 0.01% 686
2025
Q1 		$273K Hold
8,806
– – 0.01% 900
2024
Q4 		$275K Buy
+8,806
New +$275K 0.01% 883