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Capital Group Fixed Income E shares owned by IAM Advisory

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

Historical chart of IAM Advisory 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 IAM Advisory 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 IAM Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 542k 25.98
2025-06-30 $14M 524k 25.94

More positions owned by IAM Advisory

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Proshares Tr S&p 500 Dv Arist (NOBL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Capital Group Dividend Value Shs Creation Uni (CGDV)
American Centy Etf Tr Us Quality Grow (QGRO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Vaneck Etf Trust Semiconductr Etf (SMH)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Broadcom (AVGO)
Apple (AAPL)
Select Sector Spdr Tr Financial (XLF)

View all positions for IAM Advisory

Top funds holding Capital Group Fixed Income E

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

View all funds holding Capital Group Fixed Income E