BFS
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Boyer Financial Services’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Boyer Financial Services’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 		$533K Sell
20,709
-16,125
-44% -$416K 0.45% 31
2026
Q1 		$950K Buy
36,834
+8,285
+29% +$215K 1.01% 21
2025
Q4 		$742K Buy
+28,549
New +$743K 0.79% 24

Other funds holding CGSD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

Boyer Financial Services's CGSD Position: Q2 2026 in Review

Boyer Financial Services reduced its Capital Group Short Duration Income ETF (CGSD) stake by 44% in Q2 2026, selling an estimated $416K and leaving 20,709 shares worth $533K. The position accounts for 0.45% of the portfolio, ranked #31.

Boyer Financial Services first reported a position in CGSD in Q4 2025 and has held it in 3 quarters since. The position peaked at $950K in Q1 2026. 115 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • Boyer Financial Services held 20,709 shares of Capital Group Short Duration Income ETF worth $533K as of Q2 2026.
  • Boyer Financial Services sold 16,125 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $416K.
  • Capital Group Short Duration Income ETF made up 0.45% of Boyer Financial Services's portfolio in Q2 2026, its #31 holding.
  • Boyer Financial Services first reported a position in Capital Group Short Duration Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Boyer Financial Services's Capital Group Short Duration Income ETF position peaked at $950K in Q1 2026.
  • 115 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Boyer Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.