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
Q2 		$212K Buy
8,294
+24
+0.3% +$608 0.04% 180
2026
Q1 		$209K Buy
+8,270
New +$210K 0.05% 165

Other funds holding CGIB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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 $51.6B AUM 27.34% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

J. Derek Lewis & Associates's CGIB Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Capital Group International Bond ETF USD-Hedged (CGIB) stake by 0.29% in Q2 2026, buying an estimated $608 and bringing the position to 8,294 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #180.

J. Derek Lewis & Associates first reported a position in CGIB in Q1 2026 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold CGIB as of Q2 2026.

  • J. Derek Lewis & Associates held 8,294 shares of Capital Group International Bond ETF USD-Hedged worth $212K as of Q2 2026.
  • J. Derek Lewis & Associates bought 24 Capital Group International Bond ETF USD-Hedged shares in Q2 2026, an estimated $608.
  • Capital Group International Bond ETF USD-Hedged made up 0.04% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #180 holding.
  • J. Derek Lewis & Associates first reported a position in Capital Group International Bond ETF USD-Hedged in Q1 2026 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Capital Group International Bond ETF USD-Hedged as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.