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Capital Group Fixed Income E shares owned by LifeGoal Wealth Advisors

Quarter-by-quarter ownership of Capital Group Fixed Income E (CGMU) shares owned by LifeGoal Wealth Advisors from 13F filings

Historical chart of LifeGoal Wealth Advisors 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 LifeGoal Wealth Advisors 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 LifeGoal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 37k 27.29
2025-06-30 $1.0M 38k 26.69
2025-03-31 $1.3M 48k 26.82

More positions owned by LifeGoal Wealth Advisors

Ishares Tr U S Equity Factr (LRGF)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Rbb Fund Trust First Eagle Gbl (FEGE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Emng Mkts Eqt (EMGF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Msci Gbl Gold Mn (RING)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Vaneck Etf Trust Alternative Asse (GPZ)

View all positions for LifeGoal Wealth Advisors

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