JDLA
CGIB

J. Derek Lewis & Associates’s Capital Group International Bond ETF USD-Hedged CGIB Stock Holding History

J. Derek Lewis & Associates’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
Q1 		$209K Buy
+8,270
New +$210K 0.05% 165

Other funds holding CGIB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

J. Derek Lewis & Associates's CGIB Position: Q1 2026 in Review

J. Derek Lewis & Associates opened a new position in Capital Group International Bond ETF USD-Hedged (CGIB) in Q1 2026: 8,270 shares worth $209K. The stake represents 0.05% of the portfolio and ranks #165 among its holdings.

56 funds tracked by Wall St. Rank hold CGIB as of Q1 2026.

  • J. Derek Lewis & Associates held 8,270 shares of Capital Group International Bond ETF USD-Hedged worth $209K as of Q1 2026.
  • Capital Group International Bond ETF USD-Hedged was a new J. Derek Lewis & Associates position in Q1 2026.
  • Capital Group International Bond ETF USD-Hedged made up 0.05% of J. Derek Lewis & Associates's portfolio in Q1 2026, its #165 holding.
  • 56 funds tracked by Wall St. Rank held Capital Group International Bond ETF USD-Hedged as of Q1 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q1 2026, filed 1 May 2026.