Bare Financial Services, Inc CAPITAL GROUP CORE BALANCED ETF Transaction History

Bare Financial Services, Inc

  • $335 Billion
  • Q3 2025
Number of Shares
42,441
Previous 36,522 16.21%
Holding current value
$1.47 Billion
Previous $1.22 Billion 20.65%
% of portfolio
0.44%
Previous 0.41%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
N/A
5,919 Added 16.21%
42,441 $1.47 Billion
Q2 2025

Aug 13, 2025
BUY
N/A
6,720 Added 22.55%
36,522 $1.22 Billion
Q1 2025

May 12, 2025
BUY
N/A
5,204 Added 21.16%
29,802 $923 Million
Q4 2024

Feb 07, 2025
BUY
N/A
12,634 Added 105.6%
24,598 $769 Million
Q3 2024

Nov 13, 2024
BUY
N/A
10,361 Added 646.35%
11,964 $371 Million
Q2 2024

Aug 14, 2024
BUY
N/A
1,603 New
1,603 $48.4 Million
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