Signature Estate & Investment 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	$3.01M	Buy	89,976 +10,875	+14%	+$364K	0.07%	122
2025 Q1	$2.45M	Buy	79,101 +19,295	+32%	+$598K	0.06%	130
2024 Q4	$1.87M	Buy	59,806 +28,917	+94%	+$904K	0.05%	138
2024 Q3	$959K	Buy	30,889 +18,805	+156%	+$584K	0.02%	210
2024 Q2	$359K	Buy	+12,084	New	+$359K	0.01%	356