McGlone Suttner Wealth Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$547K	Hold	20,079	–	–	0.07%	114
2025 Q4	$555K	Buy	20,079 +3,500	+21%	+$97K	0.07%	110
2025 Q3	$460K	Hold	16,579	–	–	0.06%	125
2025 Q2	$458K	Sell	16,579 -995	-6%	-$27K	0.07%	124
2025 Q1	$480K	Buy	17,574 +7,011	+66%	+$192K	0.08%	119
2024 Q4	$288K	Buy	10,563 +354	+3%	+$9.75K	0.05%	140
2024 Q3	$284K	Buy	10,209 +1,820	+22%	+$50.1K	0.06%	140
2024 Q2	$226K	Sell	8,389 -24	-0.3%	-$646	0.05%	145
2024 Q1	$227K	Buy	8,413 +24	+0.3%	+$647	0.04%	158
2023 Q4	$226K	Buy	8,389 +473	+6%	+$12.3K	0.04%	145
2023 Q3	$202K	Sell	7,916 -19	-0.2%	-$494	0.05%	133
2023 Q2	$207K	Buy	+7,935	New	+$208K	0.05%	144