BWG
Beta Wealth Group’s Capital Group Short Duration Income ETF CGSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Sell |
493,239
-5,317
| -1% | -$138K | 4.69% | 4 |
|
|
2025
Q1 | $12.9M | Buy |
498,556
+197,170
| +65% | +$5.09M | 4.62% | 3 |
|
|
2024
Q4 | $7.73M | Buy |
301,386
+13,271
| +5% | +$340K | 3.42% | 8 |
|
|
2024
Q3 | $7.47M | Buy |
+288,115
| New | +$7.47M | 3.37% | 7 |
|