IHT Wealth Management, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1697490
Chicago, IL
Position in CGBL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$863,741
+$91,581 QoQ
Shares Held
22,754
+1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#60
of 97 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $863,741 | 22,754 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $772,160 | 22,440 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $806,689 | 22,833 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $546,666 | 15,745 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $523,937 | 15,668 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $272,809 | 8,806 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $275,363 | 8,806 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||