Independent Wealth Network’s Capital Group Core Balanced ETF CGBL Stock Holding History

Independent Wealth Network’s Portfolio CGBL Stock Details CGBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$993K	Buy
2025 Q2	$836K	Buy
2025 Q1	$656K	Buy
2024 Q4	$478K	Buy