CGN Advisors
CGSD icon

CGN Advisors’s Capital Group Short Duration Income ETF CGSD Stock Holding History

CGN Advisors’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
Q3 		$1.08M Buy
42,802
+3,766
+10% +$96.5K 0.08% 177
2026
Q2 		$1M Buy
39,036
+10,195
+35% +$263K 0.07% 183
2026
Q1 		$744K Buy
28,841
+5,282
+22% +$137K 0.06% 199
2025
Q4 		$613K Buy
23,559
+8,649
+58% +$225K 0.05% 212
2025
Q3 		$387K Buy
14,910
+1,925
+15% +$50K 0.03% 236
2025
Q2 		$337K Sell
12,985
-505
-4% -$13K 0.03% 253
2025
Q1 		$348K Buy
13,490
+1,081
+9% +$27.8K 0.03% 246
2024
Q4 		$318K Sell
12,409
-1,692
-12% -$43.5K 0.03% 249
2024
Q3 		$365K Buy
14,101
+1,033
+8% +$26.6K 0.04% 229
2024
Q2 		$332K Buy
13,068
+251
+2% +$6.37K 0.04% 220
2024
Q1 		$325K Buy
12,817
+1,247
+11% +$31.8K 0.04% 213
2023
Q4 		$294K Buy
11,570
+2,228
+24% +$56.2K 0.04% 218
2023
Q3 		$234K Buy
+9,342
New +$235K 0.03% 239

Other funds holding CGSD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Capital Group Private Client Services
Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

CGN Advisors's CGSD Position: Q3 2026 in Review

CGN Advisors increased its Capital Group Short Duration Income ETF (CGSD) stake by 9.6% in Q3 2026, buying an estimated $96.5K and bringing the position to 42,802 shares worth $1.08M. The position accounts for 0.08% of the portfolio, ranked #177.

CGN Advisors first reported a position in CGSD in Q3 2023 and has held it in 13 quarters since. 137 funds tracked by Wall St. Rank hold CGSD as of Q3 2026.

  • CGN Advisors held 42,802 shares of Capital Group Short Duration Income ETF worth $1.08M as of Q3 2026.
  • CGN Advisors bought 3,766 Capital Group Short Duration Income ETF shares in Q3 2026, an estimated $96.5K.
  • Capital Group Short Duration Income ETF made up 0.08% of CGN Advisors's portfolio in Q3 2026, its #177 holding.
  • CGN Advisors first reported a position in Capital Group Short Duration Income ETF in Q3 2023 and has held it in 13 quarters since.
  • 137 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2026.

Based on CGN Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.