Lodestone Wealth Management LLC CAPITAL GROUP CORE BOND ETF Transaction History

Lodestone Wealth Management LLC

88,435

Previous 87,498 1.07%

$2.35 Billion

Previous $2.3 Billion 2.22%

1.06%

Previous 1.22%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	N/A	937 Added 1.07%	88,435 $2.35 Billion
Q1 2025 Apr 28, 2025	BUY	N/A	7,883 Added 9.9%	87,498 $2.3 Billion
Q4 2024 Jan 30, 2025	BUY	N/A	15,117 Added 23.44%	79,615 $2.05 Billion
Q3 2024 Oct 29, 2024	BUY	N/A	14,845 Added 29.9%	64,498 $1.74 Billion
Q2 2024 Jul 16, 2024	BUY	N/A	14,978 Added 43.2%	49,653 $1.28 Billion

Q1 2024 Apr 30, 2024	BUY	N/A	34,675 New	34,675 $901 Million

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