Independent Wealth Network’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	$836K	Buy	25,006 +3,847	+18%	+$129K	0.3%	83
2025 Q1	$656K	Buy	21,159 +5,888	+39%	+$182K	0.26%	95
2024 Q4	$478K	Buy	+15,271	New	+$478K	0.19%	131