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IFP Advisors, Inc

Position in CGBL — Capital Group Core Balanced ETF

CIK 1641866 TAMPA, FL

Position in CGBL

as of Mar 31, 2026 · filed Apr 13, 2026
Position Value
$11,315,694
+$108,206 QoQ
Shares Held
328,849
+3.7% QoQ
Ownership
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority Sole 100% Shared 0% None 0%

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
2026-03-31 $11,315,694 328,849
2025-12-31 $11,207,488 317,223
2025-09-30 $10,363,920 298,500
2025-06-30 $7,038,150 210,471
2025-03-31 $5,598,364 180,709
2024-12-31 $11,288 361
2024-09-30 $33,937 1,093
2024-06-30 $32,494 1,093