GWANC
Guardian Wealth Advisors (North Carolina)’s Capital Group Short Duration Income ETF CGSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$20.5K | 0.06% | 155 |
|
|
2024
Q3 | $763K | Hold |
29,450
| – | – | 0.08% | 127 |
|
|
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 | +$742K | 0.13% | 91 |
|