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

BlackDiamond Wealth Management’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	$3.06M	Buy	119,062 +9,510	+9%	+$246K	1.23%	16
2026 Q1	$2.83M	Buy	109,552 +705	+0.6%	+$18.3K	1.36%	16
2025 Q4	$2.84M	Sell	108,847 -7,799	-7%	-$203K	1.38%	19
2025 Q3	$3.03M	Buy	116,646 +1,756	+2%	+$45.6K	1.65%	18
2025 Q2	$2.98M	Sell	114,890 -1,602	-1%	-$41.4K	1.72%	15
2025 Q1	$3.01M	Sell	116,492 -13,196	-10%	-$340K	2.03%	14
2024 Q4	$3.33M	Buy	129,688 +2,301	+2%	+$59.2K	1.92%	8
2024 Q3	$3.26M	Buy	127,387 +5,389	+4%	+$139K	1.97%	10
2024 Q2	$3.14M	Buy	121,998 +2,718	+2%	+$69K	2.06%	9
2024 Q1	$3.03M	Buy	119,280 +2,991	+3%	+$76.2K	2.16%	6
2023 Q4	$2.96M	Sell	116,289 -26,764	-19%	-$675K	2.17%	8
2023 Q3	$3.59M	Buy	143,053 +15,500	+12%	+$390K	3.25%	4
2023 Q2	$3.22M	Buy	127,553 +42,277	+50%	+$1.08M	2.72%	6
2023 Q1	$2.19M	Buy	85,276 +50,293	+144%	+$1.28M	2.24%	11
2022 Q4	$890K	Buy	+34,983	New	+$884K	1.01%	24

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

BlackDiamond Wealth Management's CGSD Position: Q2 2026 in Review

BlackDiamond Wealth Management increased its Capital Group Short Duration Income ETF (CGSD) stake by 8.7% in Q2 2026, buying an estimated $246K and bringing the position to 119,062 shares worth $3.06M. The position accounts for 1.23% of the portfolio, ranked #16.

BlackDiamond Wealth Management first reported a position in CGSD in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.59M in Q3 2023. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

BlackDiamond Wealth Management held 119,062 shares of Capital Group Short Duration Income ETF worth $3.06M as of Q2 2026.
BlackDiamond Wealth Management bought 9,510 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $246K.
Capital Group Short Duration Income ETF made up 1.23% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #16 holding.
BlackDiamond Wealth Management first reported a position in Capital Group Short Duration Income ETF in Q4 2022 and has held it in 15 quarters since.
BlackDiamond Wealth Management's Capital Group Short Duration Income ETF position peaked at $3.59M in Q3 2023.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.