Arax Advisory Partners’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Arax Advisory Partners’s Portfolio CGSD Stock Details CGSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$530K	Buy	20,542 +10,248	+100%	+$266K	0.02%	625
2025 Q4	$268K	Buy	+10,294	New	+$268K	0.01%	894
2025 Q3	–	Sell	-70	Closed	-$1.82K	–	3708
2025 Q2	$1.82K	Buy	+70	New	+$1.81K	﹤0.01%	2600

Other funds holding CGSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Arax Advisory Partners's CGSD Position: Q1 2026 in Review

Arax Advisory Partners increased its Capital Group Short Duration Income ETF (CGSD) stake by 100% in Q1 2026, buying an estimated $266K and bringing the position to 20,542 shares worth $530K. The position accounts for 0.02% of the portfolio, ranked #625.

Arax Advisory Partners first reported a position in CGSD in Q2 2025 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

Arax Advisory Partners held 20,542 shares of Capital Group Short Duration Income ETF worth $530K as of Q1 2026.
Arax Advisory Partners bought 10,248 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $266K.
Capital Group Short Duration Income ETF made up 0.02% of Arax Advisory Partners's portfolio in Q1 2026, its #625 holding.
Arax Advisory Partners first reported a position in Capital Group Short Duration Income ETF in Q2 2025 and has held it in 3 quarters since.
187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.