Freestate Advisors’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Freestate 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	$2.18M	Buy	86,157 +4,817	+6%	+$123K	1.67%	13
2026 Q2	$2.09M	Buy	81,340 +6,782	+9%	+$175K	1.56%	13
2026 Q1	$1.92M	Buy	74,558 +14,729	+25%	+$383K	1.54%	13
2025 Q4	$1.56M	Buy	59,829 +7,907	+15%	+$206K	1.26%	13
2025 Q3	$1.35M	Buy	51,922 +23,068	+80%	+$599K	1.13%	14
2025 Q2	$748K	Buy	28,854 +19,163	+198%	+$495K	0.67%	18
2025 Q1	$250K	Buy	+9,691	New	+$250K	0.25%	30

Other funds holding CGSD

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

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

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Freestate Advisors's CGSD Position: Q3 2026 in Review

Freestate Advisors increased its Capital Group Short Duration Income ETF (CGSD) stake by 5.9% in Q3 2026, buying an estimated $123K and bringing the position to 86,157 shares worth $2.18M. The position accounts for 1.67% of the portfolio, ranked #13.

Freestate Advisors first reported a position in CGSD in Q1 2025 and has held it in 7 quarters since. 18 funds tracked by Wall St. Rank hold CGSD as of Q3 2026.

Freestate Advisors held 86,157 shares of Capital Group Short Duration Income ETF worth $2.18M as of Q3 2026.
Freestate Advisors bought 4,817 Capital Group Short Duration Income ETF shares in Q3 2026, an estimated $123K.
Capital Group Short Duration Income ETF made up 1.67% of Freestate Advisors's portfolio in Q3 2026, its #13 holding.
Freestate Advisors first reported a position in Capital Group Short Duration Income ETF in Q1 2025 and has held it in 7 quarters since.
18 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2026.

Based on Freestate Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.