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Capital Group Fixed Income E shares owned by TrueWealth Advisors

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

Historical chart of TrueWealth 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 TrueWealth 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 TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $757k 28k 26.92
2024-09-30 $659k 24k 27.46
2024-06-30 $507k 19k 26.85
2024-03-31 $350k 13k 27.01

More positions owned by TrueWealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Tidal Etf Tr Fundstrat Granny
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Etf Ser Solutions Aptus Defined (DRSK)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Servisfirst Bancshares (SFBS)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Intl Div Grwth (IGRO)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Ea Series Trust Freedom 100 Em (FRDM)

View all positions for TrueWealth 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
Cetera Investment Advisers
UBS Group
Wells Fargo & Company
Commonwealth Equity Services
Morgan Stanley
Mml Investors Services
Cambridge Investment Research Advisors
Great Valley Advisor Group
Stifel Financial
Vestmark Advisory Solutions
Venturi Wealth Management

View all funds holding Capital Group Fixed Income E