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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

BlackDiamond Wealth Management's CGSD Position: Q1 2026 in Review

BlackDiamond Wealth Management increased its Capital Group Short Duration Income ETF (CGSD) stake by 0.65% in Q1 2026, buying an estimated $18.3K and bringing the position to 109,552 shares worth $2.83M. The position accounts for 1.36% of the portfolio, ranked #16.

BlackDiamond Wealth Management first reported a position in CGSD in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.59M in Q3 2023. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

  • BlackDiamond Wealth Management held 109,552 shares of Capital Group Short Duration Income ETF worth $2.83M as of Q1 2026.
  • BlackDiamond Wealth Management bought 705 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $18.3K.
  • Capital Group Short Duration Income ETF made up 1.36% of BlackDiamond Wealth Management's portfolio in Q1 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 14 quarters since.
  • BlackDiamond Wealth Management's Capital Group Short Duration Income ETF position peaked at $3.59M in Q3 2023.
  • 187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.