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

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 22.96% 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

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. 188 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.
188 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.