Independent Advisor Alliance
Position in CGBL — Capital Group Core Balanced ETF
CIK 1696899
CHARLOTTE, NC
Position in CGBL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$7,451,279
+$5,553,910 QoQ
Shares Held
216,544
+256.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,451,279 | 216,544 | Shares | Sole | 2026-05-12 | |
| 2024-12-31 | $1,897,369 | 60,677 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||