McNamara Financial Services’s Capital Group Core Balanced ETF CGBL Stock Holding History

McNamara Financial Services’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 Q2	$343K	Sell
2025 Q1	$706K	Buy
2024 Q4	–	Sell
2024 Q3	$531K	Buy
2024 Q2	$353K	Buy