McNamara Financial Services, Inc.
Position in CGBL — Capital Group Core Balanced ETF
CIK 1622431
Marshfield, MA
Position in CGBL
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$518,042
-$5,866 QoQ
Shares Held
15,055
+1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGBL Over Time
Shares Held
Position Value (USD)
All Filings in CGBL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $518,042 | 15,055 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $523,908 | 14,829 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $514,862 | 14,829 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $343,462 | 10,271 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $706,158 | 22,794 | Shares | Sole | 2025-04-11 | |
| 2024-09-30 | $530,520 | 17,086 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $353,251 | 11,882 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||