Atria Wealth Solutions’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.19M Sell
123,450
-4,591
-4% -$119K 0.07% 299
2025
Q1
$3.3M Sell
128,041
-1,704
-1% -$44K 0.04% 459
2024
Q4
$3.33M Buy
129,745
+54,991
+74% +$1.41M 0.04% 473
2024
Q3
$1.94M Buy
74,754
+751
+1% +$19.5K 0.02% 645
2024
Q2
$1.88M Buy
74,003
+42,279
+133% +$1.07M 0.02% 643
2024
Q1
$807K Sell
31,724
-50,666
-61% -$1.29M 0.01% 1006
2023
Q4
$2.1M Sell
82,390
-5,847
-7% -$149K 0.03% 586
2023
Q3
$2.21M Buy
88,237
+53,142
+151% +$1.33M 0.03% 524
2023
Q2
$881K Buy
35,095
+7,225
+26% +$181K 0.01% 889
2023
Q1
$714K Buy
+27,870
New +$714K 0.01% 954