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Capital Grp Fixed Incm Etf T shares owned by MBM Wealth Consultants

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

Historical chart of MBM Wealth Consultants 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 MBM Wealth Consultants 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 MBM Wealth Consultants

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.9M 74k 26.39

More positions owned by MBM Wealth Consultants

Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Active Bd Etf (BOND)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Apple (AAPL)
Lam Research Corp Com New (LRCX)

View all positions for MBM Wealth Consultants

Top funds holding Capital Grp Fixed Incm Etf T

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

View all funds holding Capital Grp Fixed Incm Etf T