Guardian Wealth Advisors (North Carolina)’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	$258K	Sell	10,000 -18,650	-65%	-$485K	0.02%	305
2025 Q4	$745K	Hold	28,650	–	–	0.05%	175
2025 Q3	$744K	Hold	28,650	–	–	0.05%	169
2025 Q2	$743K	Hold	28,650	–	–	0.05%	166
2025 Q1	$739K	Hold	28,650	–	–	0.06%	155
2024 Q4	$735K	Sell	28,650 -800	-3%	-$20.6K	0.06%	156
2024 Q3	$763K	Hold	29,450	–	–	0.08%	128
2024 Q2	$748K	Hold	29,450	–	–	0.09%	121
2024 Q1	$748K	Hold	29,450	–	–	0.09%	122
2023 Q4	$750K	Hold	29,450	–	–	0.11%	104
2023 Q3	$740K	Hold	29,450	–	–	0.13%	98
2023 Q2	$742K	Buy	+29,450	New	+$750K	0.13%	91

Other funds holding CGSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s CGSD Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Capital Group Short Duration Income ETF (CGSD) stake by 65% in Q1 2026, selling an estimated $485K and leaving 10,000 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #305.

Guardian Wealth Advisors (North Carolina) first reported a position in CGSD in Q2 2023 and has held it in 12 quarters since. The position peaked at $763K in Q3 2024. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 10,000 shares of Capital Group Short Duration Income ETF worth $258K as of Q1 2026.
Guardian Wealth Advisors (North Carolina) sold 18,650 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $485K.
Capital Group Short Duration Income ETF made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #305 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Capital Group Short Duration Income ETF in Q2 2023 and has held it in 12 quarters since.
Guardian Wealth Advisors (North Carolina)'s Capital Group Short Duration Income ETF position peaked at $763K in Q3 2024.
187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.