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Capital Grp Fixed Incm Etf T shares owned by Evergreen Wealth Partners

Quarter-by-quarter ownership of Capital Grp Fixed Incm Etf T (CGCB) shares owned by Evergreen Wealth Partners from 13F filings

Historical chart of Evergreen Wealth Partners investment in Capital Grp Fixed Incm Etf T

Tip: Access up to 7 years of quarterly data

All positions including Capital Grp Fixed Incm Etf T held by Evergreen Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Grp Fixed Incm Etf T by Evergreen Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $619k 24k 26.26

More positions owned by Evergreen Wealth Partners

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (SPTI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Muni Income Opp (MINO)
Blackrock Etf Trust Ii Short Duration H (SHYM)
Dimensional Etf Trust Internatnal Val (DFIV)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Visa Com Cl A (V)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Evergreen Wealth Partners

Top funds holding Capital Grp Fixed Incm Etf T

Capital Research and Management Company - Division 3
LPL Financial
Morgan Stanley
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Cetera Investment Advisers
Bank of America Corporation
Raymond James Financial
Benjamin Edwards
Sei Investments
Johnson Bixby & Associates
Advisor Group Holdings
Merit Financial Group
ValMark Advisers

View all funds holding Capital Grp Fixed Incm Etf T