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Confluence Wealth Services’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Confluence Wealth Services’s Portfolio CGSD Stock Details CGSD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$988K Buy
38,086
+236
+0.6% +$6.12K 0.05% 176
2025
Q1 		$975K Buy
+37,850
New +$975K 0.06% 161