Beta Wealth Group’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Beta Wealth Group’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
2025 Q2	$12.8M	Sell
2025 Q1	$12.9M	Buy
2024 Q4	$7.73M	Buy
2024 Q3	$7.47M	Buy