Mutual 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	$1.11M	Sell	32,788 -4,071	-11%	-$138K	0.03%	462
2025 Q1	$1.13M	Sell	36,859 -14,549	-28%	-$448K	0.03%	416
2024 Q4	$1.62M	Buy	51,408 +5,783	+13%	+$182K	0.05%	329
2024 Q3	$1.43M	Buy	45,625 +12,076	+36%	+$378K	0.04%	366
2024 Q2	$1M	Buy	+33,549	New	+$1M	0.03%	486