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

DeDora Capital’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	$2.64M	Buy	102,567 +4,138	+4%	+$107K	0.57%	43
2026 Q1	$2.54M	Buy	98,429 +5,108	+5%	+$133K	0.62%	42
2025 Q4	$2.43M	Buy	93,321 +14,750	+19%	+$384K	0.57%	42
2025 Q3	$2.04M	Buy	78,571 +408	+0.5%	+$10.6K	0.49%	45
2025 Q2	$2.03M	Buy	78,163 +10,947	+16%	+$283K	0.53%	46
2025 Q1	$1.73M	Buy	67,216 +6,528	+11%	+$168K	0.5%	47
2024 Q4	$1.56M	Sell	60,688 -78	-0.1%	-$2.01K	0.43%	47
2024 Q3	$1.57M	Buy	60,766 +3,434	+6%	+$88.4K	0.44%	48
2024 Q2	$1.46M	Buy	57,332 +2,450	+4%	+$62.2K	0.45%	47
2024 Q1	$1.39M	Buy	54,882 +6,799	+14%	+$173K	0.44%	50
2023 Q4	$1.22M	Buy	48,083 +5,040	+12%	+$127K	0.43%	48
2023 Q3	$1.08M	Buy	43,043 +2,697	+7%	+$67.9K	0.42%	49
2023 Q2	$1.01M	Buy	40,346 +458	+1%	+$11.7K	0.39%	51
2023 Q1	$1.02M	Buy	+39,888	New	+$1.02M	0.43%	52

Other funds holding CGSD

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Thayer Financial Hickory, North Carolina $110M AUM

Wealth Science Advisors Alpharetta, Georgia $225M AUM

Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return

Stewardship Concepts Financial Services Spokane, Washington $149M AUM

Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return