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American Funds Strategic Bond Fund;529F2 shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of American Funds Strategic Bond Fund;529F2 (FSBMX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in American Funds Strategic Bond Fund;529F2

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Quarterly reported holdings in American Funds Strategic Bond Fund;529F2 by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $195k 21k 9.44
2024-06-30 $187k 21k 8.98
2024-03-31 $184k 20k 9.02
2023-09-30 $172k 19k 8.87
2023-06-30 $177k 19k 9.25
2023-03-31 $183k 19k 9.69
2022-12-31 $175k 19k 9.42
2022-09-30 $166k 17k 9.56
2022-06-30 $172k 17k 10.18
2022-03-31 $188k 17k 10.88
2021-12-31 $181k 16k 11.34

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Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
AB Income Advisor Mutual Fund (ACGYX)

View all positions for Encompass Wealth Advisors

Top funds holding American Funds Strategic Bond Fund;529F2

Encompass Wealth Advisors

View all funds holding American Funds Strategic Bond Fund;529F2