Global Financial Private Client’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Global Financial Private Client’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	$211K	Hold	8,215	–	–	0.06%	240
2026 Q1	$212K	Hold	8,215	–	–	0.07%	228
2025 Q4	$214K	Hold	8,215	–	–	0.07%	216
2025 Q3	$213K	Hold	8,215	–	–	0.08%	222
2025 Q2	$213K	Hold	8,215	–	–	0.08%	213
2025 Q1	$212K	Hold	8,215	–	–	0.08%	191
2024 Q4	$211K	Hold	8,215	–	–	0.08%	194
2024 Q3	$213K	Buy	+8,215	New	+$211K	0.08%	193

Other funds holding CGSD

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

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

Thayer Financial Hickory, North Carolina $110M AUM

Global Financial Private Client's CGSD Position: Q2 2026 in Review

Global Financial Private Client held its Capital Group Short Duration Income ETF (CGSD) position steady in Q2 2026 at 8,215 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #240.

Global Financial Private Client first reported a position in CGSD in Q3 2024 and has held it in 8 quarters since. The position peaked at $214K in Q4 2025. 90 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Global Financial Private Client held 8,215 shares of Capital Group Short Duration Income ETF worth $211K as of Q2 2026.
Global Financial Private Client left its Capital Group Short Duration Income ETF share count unchanged in Q2 2026.
Capital Group Short Duration Income ETF made up 0.06% of Global Financial Private Client's portfolio in Q2 2026, its #240 holding.
Global Financial Private Client first reported a position in Capital Group Short Duration Income ETF in Q3 2024 and has held it in 8 quarters since.
Global Financial Private Client's Capital Group Short Duration Income ETF position peaked at $214K in Q4 2025.
90 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.