Benjamin Edwards Inc’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Benjamin Edwards Inc’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	$41.6M	Buy	1,616,748 +1,665	+0.1%	+$43K	0.38%	69
2026 Q1	$41.7M	Buy	1,615,083 +1,404,052	+665%	+$36.5M	0.41%	59
2025 Q4	$5.49M	Buy	211,031 +26,215	+14%	+$682K	0.06%	289
2025 Q3	$4.8M	Buy	184,816 +39,561	+27%	+$1.03M	0.05%	309
2025 Q2	$3.77M	Sell	145,255 -11,791	-8%	-$305K	0.05%	325
2025 Q1	$4.05M	Buy	157,046 +17,969	+13%	+$463K	0.06%	288
2024 Q4	$3.57M	Buy	139,077 +14,238	+11%	+$366K	0.05%	317
2024 Q3	$3.23M	Buy	+124,839	New	+$3.21M	0.05%	342

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

Benjamin Edwards Inc's CGSD Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Capital Group Short Duration Income ETF (CGSD) stake by 0.1% in Q2 2026, buying an estimated $43K and bringing the position to 1,616,748 shares worth $41.6M. The position accounts for 0.38% of the portfolio, ranked #69.

Benjamin Edwards Inc first reported a position in CGSD in Q3 2024 and has held it in 8 quarters since. The position peaked at $41.7M in Q1 2026. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Benjamin Edwards Inc held 1,616,748 shares of Capital Group Short Duration Income ETF worth $41.6M as of Q2 2026.
Benjamin Edwards Inc bought 1,665 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $43K.
Capital Group Short Duration Income ETF made up 0.38% of Benjamin Edwards Inc's portfolio in Q2 2026, its #69 holding.
Benjamin Edwards Inc first reported a position in Capital Group Short Duration Income ETF in Q3 2024 and has held it in 8 quarters since.
Benjamin Edwards Inc's Capital Group Short Duration Income ETF position peaked at $41.7M in Q1 2026.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.