Independent Wealth Network Inc.
Position in CGBL — Capital Group Core Balanced ETF
CIK 1891240
URBANDALE, IA
Position in CGBL
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,176,099
+$184,563 QoQ
Shares Held
34,179
+21.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.88%
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 | $1,176,099 | 34,179 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $991,536 | 28,065 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $992,922 | 28,598 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $836,200 | 25,006 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $655,505 | 21,159 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $477,524 | 15,271 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||