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Capital Grp Fixed Incm Etf T shares owned by Jacobi Capital Management

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

Historical chart of Jacobi Capital Management investment in Capital Grp Fixed Incm Etf T

Tip: Access up to 7 years of quarterly data

All positions including Capital Grp Fixed Incm Etf T held by Jacobi Capital Management 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 Jacobi Capital Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $568k 22k 25.97
2024-09-30 $569k 22k 26.26
2024-06-30 $223k 8.6k 25.75

More positions owned by Jacobi Capital Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Russell 2000 Etf (IWM)
Meta Platforms Cl A (META)
Spdr Ser Tr Portfolio Agrgte (SPAB)
NVIDIA Corporation (NVDA)
Wal-Mart Stores (WMT)

View all positions for Jacobi Capital Management

Top funds holding Capital Grp Fixed Incm Etf T

Capital Research and Management Company - Division 3
Envestnet Asset Management
LPL Financial
Morgan Stanley
PUREfi Wealth
Captrust Financial Advisors
Cetera Investment Advisers
Beta Wealth
Betterment
Mml Investors Services
Vestmark Advisory Solutions
Cambridge Investment Research Advisors
Advisor Group Holdings
Private Advisor
Commonwealth Equity Services

View all funds holding Capital Grp Fixed Incm Etf T