D.J. St. Germain’s Capital Group Short Duration Income ETF CGSD Stock Holding History

D.J. St. Germain’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	$52.7K	Sell	2,048 -852	-29%	-$22K	﹤0.01%	464
2026 Q1	$74.8K	Hold	2,900	–	–	﹤0.01%	404
2025 Q4	$75.4K	Hold	2,900	–	–	﹤0.01%	435
2025 Q3	$75.3K	Hold	2,900	–	–	﹤0.01%	423
2025 Q2	$75.2K	Hold	2,900	–	–	﹤0.01%	417
2025 Q1	$74.8K	Sell	2,900 -719	-20%	-$18.5K	﹤0.01%	368
2024 Q4	$92.8K	Sell	3,619 -2,082	-37%	-$53.6K	﹤0.01%	355
2024 Q3	$148K	Hold	5,701	–	–	0.01%	294
2024 Q2	$145K	Sell	5,701 -4,524	-44%	-$115K	0.01%	291
2024 Q1	$260K	Hold	10,225	–	–	0.01%	246
2023 Q4	$260K	Hold	10,225	–	–	0.01%	242
2023 Q3	$256K	Sell	10,225 -550	-5%	-$13.8K	0.01%	230
2023 Q2	$271K	Buy	+10,775	New	+$274K	0.01%	228

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

D.J. St. Germain's CGSD Position: Q2 2026 in Review

D.J. St. Germain reduced its Capital Group Short Duration Income ETF (CGSD) stake by 29% in Q2 2026, selling an estimated $22K and leaving 2,048 shares worth $52.7K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

D.J. St. Germain first reported a position in CGSD in Q2 2023 and has held it in 13 quarters since. The position peaked at $271K in Q2 2023. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

D.J. St. Germain held 2,048 shares of Capital Group Short Duration Income ETF worth $52.7K as of Q2 2026.
D.J. St. Germain sold 852 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $22K.
Capital Group Short Duration Income ETF made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #464 holding.
D.J. St. Germain first reported a position in Capital Group Short Duration Income ETF in Q2 2023 and has held it in 13 quarters since.
D.J. St. Germain's Capital Group Short Duration Income ETF position peaked at $271K in Q2 2023.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.