Modern Wealth Management’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	$317K	Sell	9,480 -40	-0.4%	-$1.34K	0.01%	588
2025 Q1	$295K	Buy	9,520 +1,240	+15%	+$38.4K	0.01%	526
2024 Q4	$259K	Buy	+8,280	New	+$259K	0.01%	491