Mission Wealth Management »

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

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

Historical chart of Mission 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 Mission 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 Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 70k 26.58
2025-06-30 $1.7M 64k 26.30
2025-03-31 $1.7M 63k 26.28

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Apple Put Option (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Tesla Motors (TSLA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Esg Optimized (SUSA)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Mission 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