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Capital Group Core Balanced shares owned by Iron Horse Wealth Management

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Iron Horse Wealth Management from 13F filings

Historical chart of Iron Horse Wealth Management investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by Iron Horse Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by Iron Horse Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $25k 800 31.05
2024-06-30 $24k 800 29.73
2024-03-31 $23k 800 29.11

More positions owned by Iron Horse Wealth Management

Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Global X Fds Us Pfd Etf (PFFD)

View all positions for Iron Horse Wealth Management

Top funds holding Capital Group Core Balanced

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Cambridge Investment Research Advisors
Commonwealth Equity Services
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Raymond James & Associates
D. J. St. Germain
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Jane Street
Flow Traders US

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