TA
TruWealth Advisors’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.3M | Buy |
697,947
+86,915
| +14% | +$2.4M | 1.06% | 32 |
|
|
2025
Q1 | $16.7M | Buy |
611,032
+98,729
| +19% | +$2.7M | 1.01% | 35 |
|
|
2024
Q4 | $14M | Buy |
512,303
+153,741
| +43% | +$4.19M | 0.84% | 38 |
|
|
2024
Q3 | $9.98M | Buy |
358,562
+65,235
| +22% | +$1.82M | 0.61% | 42 |
|
|
2024
Q2 | $7.9M | Buy |
+293,327
| New | +$7.9M | 0.53% | 45 |
|