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Financial Life Planners’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Financial Life Planners’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 		– Sell
-71
Closed -$1.84K – 352
2026
Q1 		$1.84K Buy
+71
New +$1.85K ﹤0.01% 306

Other funds holding CGSD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
TF
Thayer Financial Hickory, North Carolina $110M AUM

Financial Life Planners's CGSD Position: Q2 2026 in Review

Financial Life Planners sold out of Capital Group Short Duration Income ETF (CGSD) in Q2 2026, closing a stake of 71 shares — an estimated $1.84K sold.

Financial Life Planners first reported a position in CGSD in Q1 2026 and held it in 1 quarter. The position peaked at $1.84K in Q1 2026. 88 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • Financial Life Planners reported no remaining Capital Group Short Duration Income ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Life Planners sold 71 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $1.84K.
  • Financial Life Planners first reported a position in Capital Group Short Duration Income ETF in Q1 2026 and held it in 1 quarter.
  • Financial Life Planners's Capital Group Short Duration Income ETF position peaked at $1.84K in Q1 2026.
  • 88 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.