NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in CGBL — Capital Group Core Balanced ETF
CIK 1109767
CEDAR RAPIDS, IA
Position in CGBL
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$655,682
+$64,294 QoQ
Shares Held
19,055
+13.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $655,682 | 19,055 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $591,388 | 16,739 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $528,924 | 15,234 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $517,985 | 15,490 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $238,576 | 7,701 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $237,683 | 7,601 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||