Holistic Planning’s Capital Group International Bond ETF USD-Hedged CGIB Stock Holding History

Holistic Planning’s Portfolio CGIB Stock Details CGIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$230K	Buy	+9,252	New	+$234K	0.03%	320

Other funds holding CGIB

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

Sovran Advisors San Diego, California $1.45B AUM 13.97% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Holistic Planning's CGIB Position: Q3 2026 in Review

Holistic Planning opened a new position in Capital Group International Bond ETF USD-Hedged (CGIB) in Q3 2026: 9,252 shares worth $230K. The stake represents 0.03% of the portfolio and ranks #320 among its holdings.

32 funds tracked by Wall St. Rank hold CGIB as of Q3 2026.

Holistic Planning held 9,252 shares of Capital Group International Bond ETF USD-Hedged worth $230K as of Q3 2026.
Capital Group International Bond ETF USD-Hedged was a new Holistic Planning position in Q3 2026.
Capital Group International Bond ETF USD-Hedged made up 0.03% of Holistic Planning's portfolio in Q3 2026, its #320 holding.
32 funds tracked by Wall St. Rank held Capital Group International Bond ETF USD-Hedged as of Q3 2026.

Based on Holistic Planning's 13F filing for Q3 2026, filed 4 Nov 2026.