IFG Advisory’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
IFG Advisory's CGBL Position: Q2 2026 in Review
IFG Advisory opened a new position in Capital Group Core Balanced ETF (CGBL) in Q2 2026: 9,039 shares worth $343K. The stake represents 0.01% of the portfolio and ranks #708 among its holdings. This is a return to the name: IFG Advisory previously reported a position in CGBL as recently as Q3 2025.
IFG Advisory first reported a position in CGBL in Q3 2025 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- IFG Advisory held 9,039 shares of Capital Group Core Balanced ETF worth $343K as of Q2 2026.
- Capital Group Core Balanced ETF was a new IFG Advisory position in Q2 2026.
- Capital Group Core Balanced ETF made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #708 holding.
- IFG Advisory first reported a position in Capital Group Core Balanced ETF in Q3 2025 and has held it in 2 quarters since.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.