INDEPENDENT FINANCIAL GROUP, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 275484
SAN DIEGO, CA
Position in CGBL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,422,991
-$388,908 QoQ
Shares Held
41,354
-19.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,422,991 | 41,354 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,811,899 | 51,285 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,644,582 | 47,367 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,174,078 | 35,110 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $633,448 | 20,447 | Shares | Sole | 2026-05-19 | |
| No filing history on record for this holder in this stock. | ||||||