CGSD — CAPITAL GRP FIXED INCM ETF T

Ownership history in IAM Advisory, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which IAM Advisory, LLC reported a position in CAPITAL GRP FIXED INCM ETF T (CGSD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.26% (2025 Q2)
Avg. % of fund
3.22%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 557,082 +14,895 +2.7% 3.22% $14.5M $25.85
2025 Q3 ADDED 542,187 +18,259 +3.5% 3.17% $14.1M $25.51
2025 Q2 INITIATED 523,928 — — 3.26% $13.6M $25.17
% of Fund (quarterly)    CGSD price (monthly, adj. close)

Other funds also holding CGSD

As of 2025 Q4 — sorted by position size

RFP Financial Group LLC 3Y 9.93% Cauble & Harre Wealth Management, Inc. 7.54% Bridgewealth Advisory Group, LLC 3Y 5.54% LANDAAS & CO /WI /ADV 3Y 7Y 3.1% New England Capital Financial Advisors LLC 3Y 2.63% Lodestone Wealth Management LLC 3Y 2.49% Saxony Capital Management, LLC 2.17% McIlrath & Eck, LLC 3Y 7Y 2.12% BlackDiamond Wealth Management, LLC 3Y 1.38% Souders Financial Advisors 3Y 1.36%
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