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Capital Analysts LLC’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Capital Analysts LLC’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 		$430K Buy
16,681
+6,575
+65% +$170K 0.01% 519
2026
Q1 		$261K Buy
10,106
+684
+7% +$17.8K 0.01% 592
2025
Q4 		$245K Buy
9,422
+1,307
+16% +$34K 0.01% 582
2025
Q3 		$211K Sell
8,115
-141
-2% -$3.66K 0.01% 589
2025
Q2 		$214K Buy
8,256
+582
+8% +$15K 0.01% 538
2025
Q1 		$198K Buy
+7,674
New +$198K 0.01% 534

Other funds holding CGSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Analysts LLC's CGSD Position: Q2 2026 in Review

Capital Analysts LLC increased its Capital Group Short Duration Income ETF (CGSD) stake by 65% in Q2 2026, buying an estimated $170K and bringing the position to 16,681 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #519.

Capital Analysts LLC first reported a position in CGSD in Q1 2025 and has held it in 6 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • Capital Analysts LLC held 16,681 shares of Capital Group Short Duration Income ETF worth $430K as of Q2 2026.
  • Capital Analysts LLC bought 6,575 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $170K.
  • Capital Group Short Duration Income ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #519 holding.
  • Capital Analysts LLC first reported a position in Capital Group Short Duration Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.