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ROTHSCHILD INVESTMENT LLC

Position in CGBL — Capital Group Core Balanced ETF

CIK 85338 CHICAGO, IL

Position in CGBL

as of Mar 31, 2026 · filed May 7, 2026
Position Value
$807,086
+$461,912 QoQ
Shares Held
23,455
+140.1% QoQ
Ownership
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $807,086 23,455
2025-12-31 $345,174 9,770
2025-09-30 $334,006 9,620
2025-06-30 $254,812 7,620
2025-03-31 $234,053 7,555
2024-12-31 $236,244 7,555
2024-09-30 $247,002 7,955
2024-06-30 $93,798 3,155
2024-03-31 $116,440 4,000
2023-12-31 $109,360 4,000