Financial Management Network’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Financial Management Network’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	$1.44M	Sell	57,146 -116,608	-67%	-$2.99M	0.21%	74
2026 Q2	$4.48M	Sell	173,754 -108,279	-38%	-$2.8M	0.64%	38
2026 Q1	$7.3M	Buy	282,033 +11,831	+4%	+$308K	1.12%	22
2025 Q4	$7.02M	Buy	270,202 +37,435	+16%	+$975K	1.11%	23
2025 Q3	$6.05M	Buy	232,767 +85,209	+58%	+$2.21M	1%	28
2025 Q2	$3.82M	Buy	147,558 +13,667	+10%	+$353K	0.68%	38
2025 Q1	$3.45M	Buy	133,891 +8,604	+7%	+$222K	0.78%	33
2024 Q4	$3.21M	Buy	125,287 +24,850	+25%	+$639K	0.67%	38
2024 Q3	$2.59M	Buy	100,437 +17,665	+21%	+$455K	0.54%	45
2024 Q2	$2.11M	Buy	82,772 +7,814	+10%	+$198K	0.51%	43
2024 Q1	$1.91M	Buy	74,958 +5,585	+8%	+$142K	0.48%	47
2023 Q4	$1.76M	Buy	69,373 +14,499	+26%	+$366K	0.51%	40
2023 Q3	$1.37M	Buy	+54,874	New	+$1.38M	0.45%	44

Other funds holding CGSD

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KOMWMG

Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 1-Year Est. Return

WSA

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

LWM

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

RMP

Richards, Merrill & Peterson Spokane, Washington $328M AUM 25.09% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

SCM

Saxony Capital Management St. Louis, Missouri $238M AUM 19.13% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Financial Management Network's CGSD Position: Q3 2026 in Review

Financial Management Network reduced its Capital Group Short Duration Income ETF (CGSD) stake by 67% in Q3 2026, selling an estimated $2.99M and leaving 57,146 shares worth $1.44M. The position accounts for 0.21% of the portfolio, ranked #74.

Financial Management Network first reported a position in CGSD in Q3 2023 and has held it in 13 quarters since. The position peaked at $7.3M in Q1 2026. 37 funds tracked by Wall St. Rank hold CGSD as of Q3 2026.

Financial Management Network held 57,146 shares of Capital Group Short Duration Income ETF worth $1.44M as of Q3 2026.
Financial Management Network sold 116,608 Capital Group Short Duration Income ETF shares in Q3 2026, an estimated $2.99M.
Capital Group Short Duration Income ETF made up 0.21% of Financial Management Network's portfolio in Q3 2026, its #74 holding.
Financial Management Network first reported a position in Capital Group Short Duration Income ETF in Q3 2023 and has held it in 13 quarters since.
Financial Management Network's Capital Group Short Duration Income ETF position peaked at $7.3M in Q1 2026.
37 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.