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 Q2	$1.42M	Buy	55,345 +34,803	+169%	+$899K	0.01%	1010
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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MFG

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Arax Advisory Partners's CGSD Position: Q2 2026 in Review

Arax Advisory Partners increased its Capital Group Short Duration Income ETF (CGSD) stake by 169% in Q2 2026, buying an estimated $899K and bringing the position to 55,345 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #1010.

Arax Advisory Partners first reported a position in CGSD in Q2 2025 and has held it in 4 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Arax Advisory Partners held 55,345 shares of Capital Group Short Duration Income ETF worth $1.42M as of Q2 2026.
Arax Advisory Partners bought 34,803 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $899K.
Capital Group Short Duration Income ETF made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1010 holding.
Arax Advisory Partners first reported a position in Capital Group Short Duration Income ETF in Q2 2025 and has held it in 4 quarters since.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.