Amer FNDS SHRT TRM BND-F2SBFFX
13F holders, Q2 2024 (June 30)2holders +1
1new positions
0sold out
$9.45avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Amer FNDS SHRT TRM BND-F2 (SBFFX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Encompass Wealth Advisors, LLC ($96K) and ORG Partners LLC ($982).
- Company
- Amer FNDS SHRT TRM BND-F2
- Filed as
- AMERICAN FUNDS ST BD FD (Q2 2024)
- CUSIP
- 82524A821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $982 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 210 shares bought, net +210 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Encompass Wealth Advisors, LLC | 0.03% | Add +1.1% | 10,196 | $96K |
| ORG Partners LLC | 0.00% | New | 103 | $982 |
"% of holder's portfolio" is SBFFX's weight in each manager's 13F, not the share of Amer FNDS SHRT TRM BND-F2 the manager owns.