MSH Capital Advisors’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	–	Sell	-17,017	Closed	-$527K	–	245
2025 Q1	$527K	Buy	17,017 +91	+0.5%	+$2.82K	0.16%	141
2024 Q4	$529K	Buy	16,926 +6,580	+64%	+$206K	0.17%	145
2024 Q3	$321K	Buy	10,346 +2,672	+35%	+$83K	0.1%	182
2024 Q2	$228K	Buy	+7,674	New	+$228K	0.08%	205