Lodestone Wealth Management »

Capital Grp Fixed Incm Etf T shares owned by Lodestone Wealth Management

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

Historical chart of Lodestone 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 Lodestone Wealth Management 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 Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $901k 35k 25.99

More positions owned by Lodestone Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Index Fds Value Etf (VTV)
Merck & Co (MRK)
JPMorgan Chase & Co. (JPM)
Amgen (AMGN)
Lennar Corp Cl A (LEN)
American Express Company (AXP)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
D.R. Horton (DHI)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Occidental Petroleum Corporation (OXY)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Lodestone Wealth Management

Top funds holding Capital Grp Fixed Incm Etf T

ValMark Advisers
Morgan Stanley
Stephens
Royal Bank of Canada
Advisor Group Holdings
Stifel Financial
Envestnet Asset Management
Ancora Advisors
LPL Financial
Mutual Advisors
Jane Street
Kestra Advisory Services
American Financial Advisors
Flow Traders US
Commonwealth Equity Services

View all funds holding Capital Grp Fixed Incm Etf T