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Capital Grp Fixed Incm Etf T shares owned by HPM Partners

Quarter-by-quarter ownership of Capital Grp Fixed Incm Etf T (CGSM) shares owned by HPM Partners from 13F filings

Historical chart of HPM Partners investment in Capital Grp Fixed Incm Etf T

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All positions including Capital Grp Fixed Incm Etf T held by HPM Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Grp Fixed Incm Etf T by HPM Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $753k 29k 26.34
2025-03-31 $260k 10k 26.01

More positions owned by HPM Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Broadcom (AVGO)
Ishares Tr Core Msci Eafe (IEFA)
Procter & Gamble Company (PG)
Ishares Tr Core Us Aggbd Et (AGG)
Eli Lilly & Co. (LLY)

View all positions for HPM Partners

Top funds holding Capital Grp Fixed Incm Etf T

Capital Research and Management Company - Division 3
Envestnet Asset Management
LPL Financial
Captrust Financial Advisors
Cetera Investment Advisers
Capital Group Private Client Services
Wells Fargo & Company
Advisor Group Holdings
Mml Investors Services
Branch Banking & Trust Company
Northwestern Mutual Wealth Management Company
Jones Financial Companies, L.L
Commonwealth Equity Services
Raymond James Financial
Cambridge Investment Research Advisors

View all funds holding Capital Grp Fixed Incm Etf T