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 Q2	$572K	Buy	22,223 +7,539	+51%	+$195K	0.11%	217
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 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

Beacon Financial Advisory's CGSD Position: Q2 2026 in Review

Beacon Financial Advisory increased its Capital Group Short Duration Income ETF (CGSD) stake by 51% in Q2 2026, buying an estimated $195K and bringing the position to 22,223 shares worth $572K. The position accounts for 0.11% of the portfolio, ranked #217.

Beacon Financial Advisory first reported a position in CGSD in Q2 2025 and has held it in 5 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Beacon Financial Advisory held 22,223 shares of Capital Group Short Duration Income ETF worth $572K as of Q2 2026.
Beacon Financial Advisory bought 7,539 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $195K.
Capital Group Short Duration Income ETF made up 0.11% of Beacon Financial Advisory's portfolio in Q2 2026, its #217 holding.
Beacon Financial Advisory first reported a position in Capital Group Short Duration Income ETF in Q2 2025 and has held it in 5 quarters since.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.