FFA
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Farther Finance Advisors’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Farther Finance Advisors’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
Q3 		$181K Buy
7,168
+6,560
+1,079% +$168K ﹤0.01% 2378
2026
Q2 		$15.6K Buy
608
+603
+12,060% +$15.6K ﹤0.01% 4142
2026
Q1 		$129 Hold
5
– – ﹤0.01% 5483
2025
Q4 		$130 Buy
+5
New +$130 ﹤0.01% 5273

Other funds holding CGSD

WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's CGSD Position: Q3 2026 in Review

Farther Finance Advisors increased its Capital Group Short Duration Income ETF (CGSD) stake by 1,079% in Q3 2026, buying an estimated $168K and bringing the position to 7,168 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #2378.

Farther Finance Advisors first reported a position in CGSD in Q4 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold CGSD as of Q3 2026.

  • Farther Finance Advisors held 7,168 shares of Capital Group Short Duration Income ETF worth $181K as of Q3 2026.
  • Farther Finance Advisors bought 6,560 Capital Group Short Duration Income ETF shares in Q3 2026, an estimated $168K.
  • Capital Group Short Duration Income ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2378 holding.
  • Farther Finance Advisors first reported a position in Capital Group Short Duration Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 7 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.