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 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

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

Financial Management Network's CGSD Position: Q2 2026 in Review

Financial Management Network reduced its Capital Group Short Duration Income ETF (CGSD) stake by 38% in Q2 2026, selling an estimated $2.8M and leaving 173,754 shares worth $4.48M. The position accounts for 0.64% of the portfolio, ranked #38.

Financial Management Network first reported a position in CGSD in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.3M in Q1 2026. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Financial Management Network held 173,754 shares of Capital Group Short Duration Income ETF worth $4.48M as of Q2 2026.
Financial Management Network sold 108,279 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $2.8M.
Capital Group Short Duration Income ETF made up 0.64% of Financial Management Network's portfolio in Q2 2026, its #38 holding.
Financial Management Network first reported a position in Capital Group Short Duration Income ETF in Q3 2023 and has held it in 12 quarters since.
Financial Management Network's Capital Group Short Duration Income ETF position peaked at $7.3M in Q1 2026.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.