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IFG Advisory, LLC

Position in CGBL — Capital Group Core Balanced ETF

CIK 1728319 ATLANTA, GA

Position in CGBL

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$343,120
+$124,766 QoQ
Shares Held
9,039
+43.7% QoQ
Ownership
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#78
of 97 holders
Holding Since
Sep 2025
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
2026-06-30 $343,120 9,039
2025-09-30 $218,354 6,289