McNamara Financial Services’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	$343K	Sell	10,271 -12,523	-55%	-$419K	0.07%	69
2025 Q1	$706K	Buy	+22,794	New	+$706K	0.15%	38
2024 Q4	–	Sell	-17,086	Closed	-$531K	–	77
2024 Q3	$531K	Buy	17,086 +5,204	+44%	+$162K	0.1%	44
2024 Q2	$353K	Buy	+11,882	New	+$353K	0.07%	57