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Capital Group Fixed Income E shares owned by Bridgewealth Advisory Group

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

Historical chart of Bridgewealth Advisory Group 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 Bridgewealth Advisory Group 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 Bridgewealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $10M 409k 25.40
2023-12-31 $3.4M 134k 25.45

More positions owned by Bridgewealth Advisory Group

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
United Security Bancshares (UBFO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Vanguard Index Fds Mid Cap Etf (VO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Pimco Etf Tr Muni Income Opp (MINO)

View all positions for Bridgewealth Advisory Group

Top funds holding Capital Group Fixed Income E

McIlrath & Eck
Commonwealth Equity Services
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
Stifel Financial

View all funds holding Capital Group Fixed Income E