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Bay Colony Advisors’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Bay Colony Advisors’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 		$698K Buy
27,133
+120
+0.4% +$3.1K 0.08% 203
2026
Q1 		$697K Buy
27,013
+2,301
+9% +$59.8K 0.09% 208
2025
Q4 		$643K Buy
24,712
+120
+0.5% +$3.12K 0.08% 226
2025
Q3 		$639K Sell
24,592
-561
-2% -$14.6K 0.08% 237
2025
Q2 		$652K Sell
25,153
-7,869
-24% -$203K 0.09% 199
2025
Q1 		$853K Sell
33,022
-728
-2% -$18.8K 0.13% 162
2024
Q4 		$865K Sell
33,750
-1,763
-5% -$45.3K 0.13% 166
2024
Q3 		$920K Sell
35,513
-9,774
-22% -$252K 0.14% 154
2024
Q2 		$1.15M Sell
45,287
-3,479
-7% -$88.3K 0.19% 116
2024
Q1 		$1.24M Sell
48,766
-3,722
-7% -$94.8K 0.22% 101
2023
Q4 		$1.34M Sell
52,488
-689
-1% -$17.4K 0.26% 86
2023
Q3 		$1.33M Sell
53,177
-573
-1% -$14.4K 0.32% 75
2023
Q2 		$1.35M Buy
+53,750
New +$1.37M 0.33% 76

Other funds holding CGSD

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
TF
Thayer Financial Hickory, North Carolina $110M AUM
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
RMP
Richards, Merrill & Peterson Spokane, Washington $315M AUM 30.62% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return

Bay Colony Advisors's CGSD Position: Q2 2026 in Review

Bay Colony Advisors increased its Capital Group Short Duration Income ETF (CGSD) stake by 0.44% in Q2 2026, buying an estimated $3.1K and bringing the position to 27,133 shares worth $698K. The position accounts for 0.08% of the portfolio, ranked #203.

Bay Colony Advisors first reported a position in CGSD in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.35M in Q2 2023. 32 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • Bay Colony Advisors held 27,133 shares of Capital Group Short Duration Income ETF worth $698K as of Q2 2026.
  • Bay Colony Advisors bought 120 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $3.1K.
  • Capital Group Short Duration Income ETF made up 0.08% of Bay Colony Advisors's portfolio in Q2 2026, its #203 holding.
  • Bay Colony Advisors first reported a position in Capital Group Short Duration Income ETF in Q2 2023 and has held it in 13 quarters since.
  • Bay Colony Advisors's Capital Group Short Duration Income ETF position peaked at $1.35M in Q2 2023.
  • 32 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.