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Capital Group Fixed Income E shares owned by Hartmann Taylor Wealth Management

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

Historical chart of Hartmann Taylor 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 Hartmann Taylor 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 Hartmann Taylor Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $231k 9.0k 25.79
2025-06-30 $289k 11k 25.94

More positions owned by Hartmann Taylor Wealth Management

Vanguard Index Fds Value Etf (VTV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Core Balanced SHS (CGBL)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Small Cp Etf (VB)
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)

View all positions for Hartmann Taylor Wealth Management

Top funds holding Capital Group Fixed Income E

Morgan Stanley
LPL Financial
Cetera Investment Advisers
Commonwealth Equity Services
Capital Group Private Client Services
Wells Fargo & Company
Merit Financial Group
Envestnet Asset Management
Benjamin Edwards
Royal Bank of Canada
Wood Tarver Financial Group
Jones Financial Companies, L.L
Raymond James Financial
UBS Group
Advisor Group Holdings

View all funds holding Capital Group Fixed Income E