Burford Brothers’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Burford Brothers’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	$520K	Sell	20,203 -5,414	-21%	-$140K	0.19%	105
2026 Q1	$661K	Buy	25,617 +2,245	+10%	+$58.4K	0.27%	89
2025 Q4	$608K	Sell	23,372 -3,552	-13%	-$92.5K	0.25%	92
2025 Q3	$699K	Sell	26,924 -807	-3%	-$21K	0.3%	80
2025 Q2	$719K	Sell	27,731 -1,776	-6%	-$45.9K	0.33%	71
2025 Q1	$762K	Sell	29,507 -1,998	-6%	-$51.5K	0.37%	64
2024 Q4	$808K	Sell	31,505 -6,026	-16%	-$155K	0.4%	58
2024 Q3	$972K	Sell	37,531 -852	-2%	-$21.9K	0.51%	47
2024 Q2	$975K	Buy	38,383 +87	+0.2%	+$2.21K	0.57%	41
2024 Q1	$973K	Buy	38,296 +27,603	+258%	+$703K	0.64%	38
2023 Q4	$272K	Buy	+10,693	New	+$270K	0.19%	126

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

Burford Brothers's CGSD Position: Q2 2026 in Review

Burford Brothers reduced its Capital Group Short Duration Income ETF (CGSD) stake by 21% in Q2 2026, selling an estimated $140K and leaving 20,203 shares worth $520K. The position accounts for 0.19% of the portfolio, ranked #105.

Burford Brothers first reported a position in CGSD in Q4 2023 and has held it in 11 quarters since. The position peaked at $975K in Q2 2024. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Burford Brothers held 20,203 shares of Capital Group Short Duration Income ETF worth $520K as of Q2 2026.
Burford Brothers sold 5,414 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $140K.
Capital Group Short Duration Income ETF made up 0.19% of Burford Brothers's portfolio in Q2 2026, its #105 holding.
Burford Brothers first reported a position in Capital Group Short Duration Income ETF in Q4 2023 and has held it in 11 quarters since.
Burford Brothers's Capital Group Short Duration Income ETF position peaked at $975K in Q2 2024.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Burford Brothers's 13F filing for Q2 2026, filed 28 Jul 2026.