American FNDS Stra BND-529F2FSBMX
13F holders, Q3 2024 (September 30)1holders
0new positions
0sold out
$9.44avg. 13F price*
At the end of Q3 2024, 1 institutions reported holding American FNDS Stra BND-529F2 (FSBMX) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holder was Encompass Wealth Advisors, LLC ($195K).
- Company
- American FNDS Stra BND-529F2
- CUSIP
- 02631E748
- Latest filing quarter
- Q3 2024
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 149 shares sold, net −149 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Encompass Wealth Advisors, LLC | 0.05% | Reduce -0.7% | 20,667 | $195K |
"% of holder's portfolio" is FSBMX's weight in each manager's 13F, not the share of American FNDS Stra BND-529F2 the manager owns.