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Capital Grp Fixed Incm Etf T shares owned by Hartmann Taylor Wealth Management

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

Historical chart of Hartmann Taylor Wealth Management 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 Hartmann Taylor Wealth Management 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 Hartmann Taylor Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $213k 8.0k 26.58
2025-06-30 $330k 13k 26.30

More positions owned by Hartmann Taylor Wealth Management

Vanguard Index Fds Value Etf (VTV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Core Balanced SHS (CGBL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Vanguard Index Fds Small Cp Etf (VB)
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)
Grayscale Coindesk Crypto Usd Shs (GDLC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Apple (AAPL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Hartmann Taylor Wealth Management

Top funds holding Capital Grp Fixed Incm Etf T

Capital Research and Management Company - Division 3
LPL Financial
Advance Capital Management
Morgan Stanley
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Raymond James Financial
Merit Financial Group
Advisor Group Holdings
Leverty Financial Group
Royal Bank of Canada
Wells Fargo & Company
Cambridge Investment Research Advisors
Sei Investments

View all funds holding Capital Grp Fixed Incm Etf T