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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
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

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

CGN Advisors's CGSD Position: Q2 2026 in Review

CGN Advisors increased its Capital Group Short Duration Income ETF (CGSD) stake by 35% in Q2 2026, buying an estimated $263K and bringing the position to 39,036 shares worth $1M. The position accounts for 0.07% of the portfolio, ranked #183.

CGN Advisors first reported a position in CGSD in Q3 2023 and has held it in 12 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • CGN Advisors held 39,036 shares of Capital Group Short Duration Income ETF worth $1M as of Q2 2026.
  • CGN Advisors bought 10,195 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $263K.
  • Capital Group Short Duration Income ETF made up 0.07% of CGN Advisors's portfolio in Q2 2026, its #183 holding.
  • CGN Advisors first reported a position in Capital Group Short Duration Income ETF in Q3 2023 and has held it in 12 quarters since.
  • 188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.