International Assets Investment Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

International Assets Investment Management’s Portfolio CGBL Stock Details CGBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$203K	Buy	+5,377	New	+$199K	0.01%	864
2026 Q1	–	Sell	-5,665	Closed	-$200K	–	2260
2025 Q4	$200K	Buy	+5,665	New	+$198K	0.01%	811

Other funds holding CGBL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

International Assets Investment Management's CGBL Position: Q2 2026 in Review

International Assets Investment Management opened a new position in Capital Group Core Balanced ETF (CGBL) in Q2 2026: 5,377 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #864 among its holdings. This is a return to the name: International Assets Investment Management previously reported a position in CGBL as recently as Q4 2025.

International Assets Investment Management first reported a position in CGBL in Q4 2025 and has held it in 2 quarters since. 239 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

International Assets Investment Management held 5,377 shares of Capital Group Core Balanced ETF worth $203K as of Q2 2026.
Capital Group Core Balanced ETF was a new International Assets Investment Management position in Q2 2026.
Capital Group Core Balanced ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #864 holding.
International Assets Investment Management first reported a position in Capital Group Core Balanced ETF in Q4 2025 and has held it in 2 quarters since.
239 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.