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Cauble & Harre Wealth Management’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Cauble & Harre Wealth Management’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 		$8.77M Sell
340,536
-1,793
-0.5% -$46.3K 7.03% 2
2026
Q1 		$8.84M Sell
342,329
-3,573
-1% -$92.9K 7.04% 3
2025
Q4 		$9M Buy
+345,902
New +$9M 7.54% 3

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

Cauble & Harre Wealth Management's CGSD Position: Q2 2026 in Review

Cauble & Harre Wealth Management reduced its Capital Group Short Duration Income ETF (CGSD) stake by 0.52% in Q2 2026, selling an estimated $46.3K and leaving 340,536 shares worth $8.77M. The position accounts for 7.03% of the portfolio, ranked #2.

Cauble & Harre Wealth Management first reported a position in CGSD in Q4 2025 and has held it in 3 quarters since. The position peaked at $9M in Q4 2025. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • Cauble & Harre Wealth Management held 340,536 shares of Capital Group Short Duration Income ETF worth $8.77M as of Q2 2026.
  • Cauble & Harre Wealth Management sold 1,793 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $46.3K.
  • Capital Group Short Duration Income ETF made up 7.03% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Cauble & Harre Wealth Management first reported a position in Capital Group Short Duration Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Cauble & Harre Wealth Management's Capital Group Short Duration Income ETF position peaked at $9M in Q4 2025.
  • 188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.