Boyer Financial Services
CGSD icon

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
Q3 		$552K Buy
21,854
+1,145
+6% +$29.4K 0.44% 36
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

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Merit Financial Group
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Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Kerntke Otto McGlone Wealth Management Group
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 1-Year Est. Return
Wealth Science Advisors
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Boyer Financial Services's CGSD Position: Q3 2026 in Review

Boyer Financial Services increased its Capital Group Short Duration Income ETF (CGSD) stake by 5.5% in Q3 2026, buying an estimated $29.4K and bringing the position to 21,854 shares worth $552K. The position accounts for 0.44% of the portfolio, ranked #36.

Boyer Financial Services first reported a position in CGSD in Q4 2025 and has held it in 4 quarters since. The position peaked at $950K in Q1 2026. 100 funds tracked by Wall St. Rank hold CGSD as of Q3 2026.

  • Boyer Financial Services held 21,854 shares of Capital Group Short Duration Income ETF worth $552K as of Q3 2026.
  • Boyer Financial Services bought 1,145 Capital Group Short Duration Income ETF shares in Q3 2026, an estimated $29.4K.
  • Capital Group Short Duration Income ETF made up 0.44% of Boyer Financial Services's portfolio in Q3 2026, its #36 holding.
  • Boyer Financial Services first reported a position in Capital Group Short Duration Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Boyer Financial Services's Capital Group Short Duration Income ETF position peaked at $950K in Q1 2026.
  • 100 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2026.

Based on Boyer Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.