Cyndeo Wealth Partners’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Cyndeo Wealth Partners’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	$1.01M	Buy	39,418 +1,700	+5%	+$43.9K	0.05%	259
2026 Q1	$973K	Buy	37,718 +3,696	+11%	+$96.1K	0.05%	238
2025 Q4	$885K	Sell	34,022 -633	-2%	-$16.5K	0.05%	254
2025 Q3	$900K	Buy	34,655 +1,632	+5%	+$42.4K	0.05%	248
2025 Q2	$856K	Buy	33,023 +678	+2%	+$17.5K	0.05%	247
2025 Q1	$835K	Buy	+32,345	New	+$833K	0.05%	239

Other funds holding CGSD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cyndeo Wealth Partners's CGSD Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Capital Group Short Duration Income ETF (CGSD) stake by 4.5% in Q2 2026, buying an estimated $43.9K and bringing the position to 39,418 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #259.

Cyndeo Wealth Partners 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.

Cyndeo Wealth Partners held 39,418 shares of Capital Group Short Duration Income ETF worth $1.01M as of Q2 2026.
Cyndeo Wealth Partners bought 1,700 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $43.9K.
Capital Group Short Duration Income ETF made up 0.05% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #259 holding.
Cyndeo Wealth Partners 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 Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.