MSH Capital Advisors LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2056306
SCOTTSDALE, AZ
Position in CGBL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$490,139
+$72,953 QoQ
Shares Held
12,912
+6.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#69
of 97 holders
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $490,139 | 12,912 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $417,186 | 12,124 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $419,685 | 11,879 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $284,148 | 8,184 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $527,186 | 17,017 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $529,276 | 16,926 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $321,243 | 10,346 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $228,148 | 7,674 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||