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Capital Group Fixed Income E shares owned by BlackDiamond Wealth Management

Quarter-by-quarter ownership of Capital Group Fixed Income E (CGSD) shares owned by BlackDiamond Wealth Management from 13F filings

Historical chart of BlackDiamond Wealth Management 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 BlackDiamond Wealth Management 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 BlackDiamond Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.0M 116k 25.45
2023-09-30 $3.6M 143k 25.10
2023-06-30 $3.2M 128k 25.22
2023-03-31 $2.2M 85k 25.64
2022-12-31 $890k 35k 25.44

More positions owned by BlackDiamond Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Eafe Grwth Etf (EFG)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Apple (AAPL)
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Strategic Trust Running Gwth Etf (RUNN)

View all positions for BlackDiamond Wealth Management

Top funds holding Capital Group Fixed Income E

McIlrath & Eck
Commonwealth Equity Services
WNY Asset Management
Advisor Group Holdings
Lincoln National
Bridgewealth Advisory Group
Jane Street
UBS Group
Souders Financial Advisors
New England Capital Financial Advisors
Cambridge Investment Research Advisors
Benjamin F. Edwards & Company
BlackDiamond Wealth Management
International Assets Investment Management
SOL Capital Management

View all funds holding Capital Group Fixed Income E