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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$743K Hold
2025
Q1
$739K Hold
2024
Q4
$735K Sell
2024
Q3
$763K Hold
2024
Q2
$748K Hold
2024
Q1
$748K Hold
2023
Q4
$750K Hold
2023
Q3
$740K Hold
2023
Q2
$742K Buy