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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B 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

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 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

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return