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 Q2	$588K	Buy	22,849 +12,849	+128%	+$332K	0.03%	214
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 $1.89T 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

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 22.9% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina)'s CGSD Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Capital Group Short Duration Income ETF (CGSD) stake by 128% in Q2 2026, buying an estimated $332K and bringing the position to 22,849 shares worth $588K. The position accounts for 0.03% of the portfolio, ranked #214.

Guardian Wealth Advisors (North Carolina) first reported a position in CGSD in Q2 2023 and has held it in 13 quarters since. The position peaked at $763K in Q3 2024. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 22,849 shares of Capital Group Short Duration Income ETF worth $588K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 12,849 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $332K.
Capital Group Short Duration Income ETF made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #214 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 13 quarters since.
Guardian Wealth Advisors (North Carolina)'s Capital Group Short Duration Income ETF position peaked at $763K in Q3 2024.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.