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Capital Grp Fixed Incm Etf T shares owned by Evergreen Wealth Partners

Quarter-by-quarter ownership of Capital Grp Fixed Incm Etf T (CGHM) shares owned by Evergreen Wealth Partners from 13F filings

Historical chart of Evergreen Wealth Partners 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 Evergreen Wealth Partners 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 Evergreen Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $305k 12k 25.85

More positions owned by Evergreen Wealth Partners

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr Series Trust St Inter Bd Etf (SPIB)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Spdr Series Trust St Inter Etf (SPTI)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Internatnal Val (DFIV)
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM)
Pimco Etf Tr Muni Income Opp (MINO)
Capital Group New Geography SHS (CGNG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Costco Wholesale Corporation (COST)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Evergreen Wealth Partners

Top funds holding Capital Grp Fixed Incm Etf T

Capital Research and Management Company - Division 3
Envestnet Asset Management
LPL Financial
Cetera Investment Advisers
Cambridge Investment Research Advisors
Vestmark Advisory Solutions
Royal Bank of Canada
Mml Investors Services
Assetmark
Raymond James Financial
Janney Montgomery Scott
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Jones Financial Companies, L.L
Commonwealth Equity Services

View all funds holding Capital Grp Fixed Incm Etf T