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Capital Group Fixed Income E shares owned by Holistic Planning

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

Historical chart of Holistic Planning 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 Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.3M 88k 25.79

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive Enhanced (BUXX)
Ea Series Trust Strive 500 Etf (STXF)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Government Money (SGVT)
Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
American Centy Etf Tr Avantis Us Larg (AVLC)

View all positions for Holistic Planning

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
Jones Financial Companies, L.L
Benjamin Edwards
Royal Bank of Canada
Wood Tarver Financial Group
Raymond James Financial
UBS Group
Baird Financial

View all funds holding Capital Group Fixed Income E