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

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

DeDora Capital's CGSD Position: Q2 2026 in Review

DeDora Capital increased its Capital Group Short Duration Income ETF (CGSD) stake by 4.2% in Q2 2026, buying an estimated $107K and bringing the position to 102,567 shares worth $2.64M. The position accounts for 0.57% of the portfolio, ranked #43.

DeDora Capital first reported a position in CGSD in Q1 2023 and has held it in 14 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

DeDora Capital held 102,567 shares of Capital Group Short Duration Income ETF worth $2.64M as of Q2 2026.
DeDora Capital bought 4,138 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $107K.
Capital Group Short Duration Income ETF made up 0.57% of DeDora Capital's portfolio in Q2 2026, its #43 holding.
DeDora Capital first reported a position in Capital Group Short Duration Income ETF in Q1 2023 and has held it in 14 quarters since.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on DeDora Capital's 13F filing for Q2 2026, filed 13 Jul 2026.