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Capital Group Fixed Income E shares owned by Envision Financial Planning

Quarter-by-quarter ownership of Capital Group Fixed Income E (CGMU) shares owned by Envision Financial Planning from 13F filings

Historical chart of Envision Financial Planning investment in Capital Group Fixed Income E

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Fixed Income E held by Envision Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Fixed Income E by Envision Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.9M 216k 27.29
2025-06-30 $3.2M 119k 26.69
2025-03-31 $1.1M 40k 26.82
2024-12-31 $1.0M 38k 26.92

More positions owned by Envision Financial Planning

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Ibonds Dec 2031 (IBDW)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Ibonds Dec 29 (IBDU)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Avantis Us Mid C (AVMC)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Group Conservative E SHS (CGCV)

View all positions for Envision Financial Planning

Top funds holding Capital Group Fixed Income E

Capital Research and Management Company - Division 3
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
LPL Financial
Morgan Stanley
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Commonwealth Equity Services
Advisor Group Holdings
Mml Investors Services
Stifel Financial
Cambridge Investment Research Advisors
Blue Chip Partners
Capital Group Private Client Services

View all funds holding Capital Group Fixed Income E