CAPITAL GRP FIXED INCM ETF T
Reported by Cambridge Investment Research Advisors Inc
Reported 2,160,787 shares, up 64,579 (3.1%) from the prior quarter.
Reported value 4.3%; share count 3.1% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2022-12-31 | 604000 |
| 2023-03-31 | 2683000 |
| 2023-06-30 | 5401000 |
| 2023-09-30 | 7310000 |
| 2023-12-31 | 8311000 |
| 2024-03-31 | 9374000 |
| 2024-06-30 | 9662000 |
| 2024-09-30 | 31277000 |
| 2024-12-31 | 34526000 |
| 2025-03-31 | 36272000 |
| 2025-06-30 | 39073000 |
| 2025-09-30 | 43237000 |
| 2025-12-31 | 52101000 |
| 2026-03-31 | 56912000 |
| 2026-06-30 | 59357000 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q2 2026 | Added | 2,160,787 | +64,579 (3.1%) | 0.13% | $59,357,000 | 2026-07-27 | |
| Q1 2026 | Added | 2,096,208 | +193,325 (10.2%) | 0.15% | $56,912,000 | 2026-04-30 | |
| Q4 2025 | Added | 1,902,883 | +318,515 (20.1%) | 0.14% | $52,101,000 | 2026-02-05 | |
| Q3 2025 | Added | 1,584,368 | +120,419 (8.2%) | 0.12% | $43,237,000 | 2025-11-12 | |
| Q2 2025 | Added | 1,463,949 | +111,523 (8.2%) | 0.12% | $39,073,000 | 2025-07-31 | |
| Q1 2025 | Added | 1,352,426 | +69,879 (5.4%) | 0.12% | $36,272,000 | 2025-04-22 | |
| Q4 2024 | Added | 1,282,547 | +143,537 (12.6%) | 0.12% | $34,526,000 | 2025-02-14 | |
| Q3 2024 | Added | 1,139,010 | +779,147 (216.5%) | 0.11% | $31,277,000 | 2024-10-28 | |
| Q2 2024 | Added | 359,863 | +12,821 (3.7%) | 0.04% | $9,662,000 | 2024-07-26 | |
| Q1 2024 | Added | 347,042 | +40,150 (13.1%) | 0.04% | $9,374,000 | 2024-04-24 | |
| Q4 2023 | Added | 306,892 | +22,459 (7.9%) | 0.04% | $8,311,000 | 2024-02-09 | |
| Q3 2023 | Added | 284,433 | +80,423 (39.4%) | 0.03% | $7,310,000 | 2023-10-24 | |
| Q2 2023 | Added | 204,010 | +103,433 (102.8%) | 0.02% | $5,401,000 | 2023-07-13 | |
| Q1 2023 | Added | 100,577 | +77,522 (336.2%) | 0.01% | $2,683,000 | 2023-05-11 | |
| Q4 2022 | New | 23,055 | +23,055 (0.0%) | < 0.01% | $604,000 | 2023-02-08 |
Who else reported the position
367 managers reported CAPITAL GRP FIXED INCM ETF T for Q2 2026.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| Capital International Investors | Added | 50,129,642 | +3,414,937 | 0.28% | $1,377,061,266 | 15 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Added | 13,701,352 | +859,323 | 0.09% | $376,376,135 | 15 qtrs |
| LPL Financial LLC | Added | 11,590,616 | +1,433,775 | 0.07% | $318,394,213 | 13 qtrs |
| MORGAN STANLEY | Added | 10,864,259 | +543,462 | 0.02% | $298,441,198 | 10 qtrs |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Added | 9,893,297 | +1,129,790 | 0.15% | $271,768,848 | 11 qtrs |
| WELLS FARGO & COMPANY MN | Added | 8,666,614 | +1,149,225 | 0.04% | $238,071,879 | 10 qtrs |
| JONES FINANCIAL COMPANIES LLLP | Added | 5,493,642 | +1,542,864 | 0.06% | $151,070,948 | 10 qtrs |
| Cetera Investment Advisers | Added | 5,174,365 | +296,672 | 0.13% | $142,139,813 | 15 qtrs |
| UBS Group AG | Added | 4,610,111 | +233,238 | 0.02% | $126,639,749 | 15 qtrs |
| RAYMOND JAMES FINANCIAL INC | Added | 3,861,789 | +1,035,758 | 0.03% | $106,083,349 | 7 qtrs |
Filing details and methodology As reported
- Report period
- June 30, 2026
- Filed
- July 27, 2026
- Filing type
- 13F-HR
- Position type
- ETF
Voting authority reported
No voting-authority amounts were reported for this position. Voting authority is not required for reported call options.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.