Independent Advisor Alliance’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 Q1	–	Sell	-60,677	Closed	-$1.9M	–	880
2024 Q4	$1.9M	Buy	+60,677	New	+$1.9M	0.03%	524