JBA
Johnson Bixby & Associates’s Capital Group Core Balanced ETF CGBL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.92M | Sell |
206,975
-1,236
| -0.6% | -$41.3K | 0.95% | 20 |
|
|
2025
Q1 | $6.45M | Buy |
208,211
+30,641
| +17% | +$949K | 0.96% | 21 |
|
|
2024
Q4 | $5.55M | Buy |
177,570
+80,925
| +84% | +$2.53M | 0.85% | 22 |
|
|
2024
Q3 | $3M | Buy |
96,645
+33,799
| +54% | +$1.05M | 0.46% | 29 |
|
|
2024
Q2 | $1.87M | Buy |
62,846
+31,634
| +101% | +$940K | 0.31% | 32 |
|
|
2024
Q1 | $909K | Buy |
31,212
+21,360
| +217% | +$622K | 0.16% | 47 |
|
|
2023
Q4 | $269K | Buy |
+9,852
| New | +$269K | 0.05% | 87 |
|