Amer FNDS SHRT TRM BND-F2SBFFX
13F holders, Q3 2024 (September 30)1holders −1
0new positions
1sold out
$9.63avg. 13F price*
At the end of Q3 2024, 1 institutions reported holding Amer FNDS SHRT TRM BND-F2 (SBFFX) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holder was Encompass Wealth Advisors, LLC ($99K).
- Company
- Amer FNDS SHRT TRM BND-F2
- Filed as
- American Funds ST Bd Fd of Amer F2 (Q3 2024)
- CUSIP
- 82524A821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $982 |
All 13F filers, Q2 2024 → Q3 2024: 112 shares bought and 103 shares sold, net +9 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Encompass Wealth Advisors, LLC | 0.03% | Add +1.1% | 10,308 | $99K |
"% 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.