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Beacon Financial Advisory’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Beacon Financial Advisory’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
Q1 		$379K Sell
14,684
-445
-3% -$11.6K 0.09% 272
2025
Q4 		$393K Buy
15,129
+1,324
+10% +$34.5K 0.09% 248
2025
Q3 		$359K Buy
13,805
+3,279
+31% +$85.2K 0.08% 259
2025
Q2 		$273K Buy
+10,526
New +$272K 0.07% 283

Other funds holding CGSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Beacon Financial Advisory's CGSD Position: Q1 2026 in Review

Beacon Financial Advisory reduced its Capital Group Short Duration Income ETF (CGSD) stake by 2.9% in Q1 2026, selling an estimated $11.6K and leaving 14,684 shares worth $379K. The position accounts for 0.09% of the portfolio, ranked #272.

Beacon Financial Advisory first reported a position in CGSD in Q2 2025 and has held it in 4 quarters since. The position peaked at $393K in Q4 2025. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

  • Beacon Financial Advisory held 14,684 shares of Capital Group Short Duration Income ETF worth $379K as of Q1 2026.
  • Beacon Financial Advisory sold 445 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $11.6K.
  • Capital Group Short Duration Income ETF made up 0.09% of Beacon Financial Advisory's portfolio in Q1 2026, its #272 holding.
  • Beacon Financial Advisory first reported a position in Capital Group Short Duration Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Beacon Financial Advisory's Capital Group Short Duration Income ETF position peaked at $393K in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.