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

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

Historical chart of Peterson 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 Peterson Wealth Advisors 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 Peterson Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $232k 8.7k 26.62
2025-06-30 $200k 7.6k 26.30

More positions owned by Peterson Wealth Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfolio S&p400 (SPMD)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Spdr Series Trust Portfolio S&p600 (SPSM)
Global X Fds 1-3 Month T-bill (CLIP)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Ea Series Trust Alpha Arch 1-3 (BOXX)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Peterson Wealth Advisors

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