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Capital Group Fixed Income E shares owned by TrueWealth Advisors

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

Historical chart of TrueWealth Advisors 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 TrueWealth Advisors 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 TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $451k 17k 25.91
2024-06-30 $286k 11k 25.41

More positions owned by TrueWealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Etf Ser Solutions Aptus Defined (DRSK)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Intl Div Grwth (IGRO)
Servisfirst Bancshares (SFBS)
Ea Series Trust Freedom 100 Em (FRDM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchange-traded Senior Ln Fd (FTSL)

View all positions for TrueWealth Advisors

Top funds holding Capital Group Fixed Income E

International Assets Investment Management
Capital Group Private Client Services
Commonwealth Equity Services
LPL Financial
McIlrath & Eck
Advisor Group Holdings
Cetera Investment Advisers
WNY Asset Management
Bridgewealth Advisory Group
Envestnet Asset Management
Royal Bank of Canada
Morgan Stanley
Raymond James Financial Services Advisors
Beta Wealth
Souders Financial Advisors

View all funds holding Capital Group Fixed Income E