BAG
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Bridgewealth Advisory Group’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Bridgewealth Advisory 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
2026
Q2 		$29.1M Buy
1,132,665
+97,921
+9% +$2.53M 5.5% 3
2026
Q1 		$26.7M Buy
1,034,744
+70,209
+7% +$1.83M 5.53% 3
2025
Q4 		$25.1M Buy
964,535
+150,582
+19% +$3.92M 5.54% 3
2025
Q3 		$21.1M Buy
813,953
+25,973
+3% +$675K 4.9% 4
2025
Q2 		$20.4M Buy
787,980
+694,761
+745% +$17.9M 5.19% 4
2025
Q1 		$2.41M Sell
93,219
-661,864
-88% -$17.1M 3.16% 7
2024
Q4 		$19.4M Buy
755,083
+134,485
+22% +$3.46M 5.49% 4
2024
Q3 		$16.1M Buy
620,598
+88,280
+17% +$2.27M 5.84% 3
2024
Q2 		$13.5M Buy
532,318
+123,369
+30% +$3.13M 5.99% 3
2024
Q1 		$10.4M Buy
408,949
+275,299
+206% +$7.01M 5.08% 4
2023
Q4 		$3.4M Buy
+133,650
New +$3.37M 2.61% 11

Other funds holding CGSD

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
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
TF
Thayer Financial Hickory, North Carolina $110M AUM
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
LWM
Lodestone Wealth Management Spokane, Washington $283M AUM 33.76% 1-Year Est. Return

Bridgewealth Advisory Group's CGSD Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its Capital Group Short Duration Income ETF (CGSD) stake by 9.5% in Q2 2026, buying an estimated $2.53M and bringing the position to 1,132,665 shares worth $29.1M. The position accounts for 5.5% of the portfolio, ranked #3.

Bridgewealth Advisory Group first reported a position in CGSD in Q4 2023 and has held it in 11 quarters since. 64 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • Bridgewealth Advisory Group held 1,132,665 shares of Capital Group Short Duration Income ETF worth $29.1M as of Q2 2026.
  • Bridgewealth Advisory Group bought 97,921 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $2.53M.
  • Capital Group Short Duration Income ETF made up 5.5% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #3 holding.
  • Bridgewealth Advisory Group first reported a position in Capital Group Short Duration Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 64 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.