Lantern Wealth Advisors »

Capital Grp Fixed Incm Etf T shares owned by Lantern Wealth Advisors

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

Historical chart of Lantern Wealth Advisors 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 Lantern Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Grp Fixed Incm Etf T by Lantern Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $260k 9.8k 26.52
2025-09-30 $242k 9.1k 26.58
2025-06-30 $228k 8.7k 26.30

More positions owned by Lantern Wealth Advisors

Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Amazon (AMZN)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Blackstone Group Inc Com Cl A (BX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Charles Schwab Corporation (SCHW)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Div Grwth (DGRO)
Dimensional Etf Trust World Ex Us Core (DFAX)
Abbvie (ABBV)

View all positions for Lantern Wealth Advisors

Top funds holding Capital Grp Fixed Incm Etf T

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

View all funds holding Capital Grp Fixed Incm Etf T