LWM
Lodestone Wealth Management’s Capital Group Core Bond ETF CGCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Sell |
87,073
-425
| -0.5% | -$11.2K | 1.12% | 29 |
|
|
2025
Q1 | $2.3M | Buy |
87,498
+7,883
| +10% | +$207K | 1.22% | 24 |
|
|
2024
Q4 | $2.05M | Buy |
79,615
+15,117
| +23% | +$390K | 1.03% | 36 |
|
|
2024
Q3 | $1.74M | Buy |
64,498
+14,845
| +30% | +$400K | 0.87% | 43 |
|
|
2024
Q2 | $1.28M | Buy |
49,653
+14,978
| +43% | +$387K | 0.68% | 54 |
|
|
2024
Q1 | $901K | Buy |
+34,675
| New | +$901K | 0.47% | 64 |
|