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

Good Life 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
2024
Q4 		– Sell
-15,466
Closed -$401K – 503
2024
Q3 		$401K Buy
+15,466
New +$398K 0.02% 396

Other funds holding CGSD

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CGPCS
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
BAG
Bridgewealth Advisory Group Fresno, California $482M AUM 10.59% 1-Year Est. Return

Good Life Advisors's CGSD Position: Q4 2024 in Review

Good Life Advisors sold out of Capital Group Short Duration Income ETF (CGSD) in Q4 2024, closing a stake of 15,466 shares — an estimated $401K sold.

Good Life Advisors first reported a position in CGSD in Q3 2024 and held it in 1 quarter. The position peaked at $401K in Q3 2024. 120 funds tracked by Wall St. Rank hold CGSD as of Q4 2024.

  • Good Life Advisors reported no remaining Capital Group Short Duration Income ETF position as of Q4 2024 after selling out during the quarter.
  • Good Life Advisors sold 15,466 Capital Group Short Duration Income ETF shares in Q4 2024, an estimated $401K.
  • Good Life Advisors first reported a position in Capital Group Short Duration Income ETF in Q3 2024 and held it in 1 quarter.
  • Good Life Advisors's Capital Group Short Duration Income ETF position peaked at $401K in Q3 2024.
  • 120 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q4 2024.

Based on Good Life Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.