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Capital Group Core Balanced shares owned by McNamara Financial Services

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by McNamara Financial Services from 13F filings

Historical chart of McNamara Financial Services investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by McNamara Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by McNamara Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $531k 17k 31.05
2024-06-30 $353k 12k 29.73

More positions owned by McNamara Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for McNamara Financial Services

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Royal Bank of Canada
Cambridge Investment Research Advisors
Commonwealth Equity Services
Advisor Group Holdings
Morgan Stanley
Kestra Advisory Services
Wealth Enhancement Advisory Services
Raymond James & Associates
D. J. St. Germain
Cetera Investment Advisers
Jane Street
Flow Traders US

View all funds holding Capital Group Core Balanced