Marion Wealth Management
CGIB icon

Marion Wealth Management’s Capital Group International Bond ETF USD-Hedged CGIB Stock Holding History

Marion Wealth Management’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 		$272K Buy
10,938
+266
+2% +$6.72K 0.05% 136
2026
Q2 		$272K Hold
10,672
– – 0.06% 135
2026
Q1 		$269K Hold
10,672
– – 0.06% 120
2025
Q4 		$272K Buy
+10,672
New +$272K 0.06% 120

Other funds holding CGIB

Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Marion Wealth Management's CGIB Position: Q3 2026 in Review

Marion Wealth Management increased its Capital Group International Bond ETF USD-Hedged (CGIB) stake by 2.5% in Q3 2026, buying an estimated $6.72K and bringing the position to 10,938 shares worth $272K. The position accounts for 0.05% of the portfolio, ranked #136.

Marion Wealth Management first reported a position in CGIB in Q4 2025 and has held it in 4 quarters since. The position peaked at $272K in Q2 2026. 42 funds tracked by Wall St. Rank hold CGIB as of Q3 2026.

  • Marion Wealth Management held 10,938 shares of Capital Group International Bond ETF USD-Hedged worth $272K as of Q3 2026.
  • Marion Wealth Management bought 266 Capital Group International Bond ETF USD-Hedged shares in Q3 2026, an estimated $6.72K.
  • Capital Group International Bond ETF USD-Hedged made up 0.05% of Marion Wealth Management's portfolio in Q3 2026, its #136 holding.
  • Marion Wealth Management first reported a position in Capital Group International Bond ETF USD-Hedged in Q4 2025 and has held it in 4 quarters since.
  • Marion Wealth Management's Capital Group International Bond ETF USD-Hedged position peaked at $272K in Q2 2026.
  • 42 funds tracked by Wall St. Rank held Capital Group International Bond ETF USD-Hedged as of Q3 2026.

Based on Marion Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.