Aurdan Capital Management’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Aurdan Capital Management’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	$631K	Buy	24,517 +62	+0.3%	+$1.6K	0.16%	55
2026 Q1	$631K	Buy	24,455 +5,801	+31%	+$151K	0.19%	56
2025 Q4	$485K	Buy	18,654 +37	+0.2%	+$963	0.15%	63
2025 Q3	$484K	Buy	18,617 +247	+1%	+$6.42K	0.15%	64
2025 Q2	$476K	Buy	18,370 +422	+2%	+$10.9K	0.16%	62
2025 Q1	$463K	Buy	17,948 +2,024	+13%	+$52.1K	0.17%	63
2024 Q4	$408K	Buy	+15,924	New	+$410K	0.16%	64

Other funds holding CGSD

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

MFG

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

BAG

Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

Thayer Financial Hickory, North Carolina $110M AUM

Aurdan Capital Management's CGSD Position: Q2 2026 in Review

Aurdan Capital Management increased its Capital Group Short Duration Income ETF (CGSD) stake by 0.25% in Q2 2026, buying an estimated $1.6K and bringing the position to 24,517 shares worth $631K. The position accounts for 0.16% of the portfolio, ranked #55.

Aurdan Capital Management first reported a position in CGSD in Q4 2024 and has held it in 7 quarters since. 90 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Aurdan Capital Management held 24,517 shares of Capital Group Short Duration Income ETF worth $631K as of Q2 2026.
Aurdan Capital Management bought 62 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $1.6K.
Capital Group Short Duration Income ETF made up 0.16% of Aurdan Capital Management's portfolio in Q2 2026, its #55 holding.
Aurdan Capital Management first reported a position in Capital Group Short Duration Income ETF in Q4 2024 and has held it in 7 quarters since.
90 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Aurdan Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.