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Harbour Investments’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Harbour Investments’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 		$2.3M Buy
89,285
+35,820
+67% +$931K 0.04% 456
2025
Q4 		$1.39M Buy
53,465
+7,036
+15% +$183K 0.03% 498
2025
Q3 		$1.21M Buy
46,429
+2,516
+6% +$65.4K 0.03% 497
2025
Q2 		$1.14M Buy
43,913
+7,954
+22% +$205K 0.03% 485
2025
Q1 		$928K Buy
35,959
+7,300
+25% +$188K 0.03% 499
2024
Q4 		$735K Sell
28,659
-3,411
-11% -$87.7K 0.02% 577
2024
Q3 		$831K Sell
32,070
-5,982
-16% -$154K 0.03% 510
2024
Q2 		$967K Buy
38,052
+304
+0.8% +$7.72K 0.03% 425
2024
Q1 		$959K Sell
37,748
-1,479
-4% -$37.7K 0.03% 423
2023
Q4 		$998K Buy
39,227
+8,474
+28% +$214K 0.04% 361
2023
Q3 		$770K Buy
30,753
+7,036
+30% +$177K 0.04% 388
2023
Q2 		$595K Buy
23,717
+1,122
+5% +$28.6K 0.03% 454
2023
Q1 		$577K Buy
+22,595
New +$576K 0.03% 431

Other funds holding CGSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
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

Harbour Investments's CGSD Position: Q1 2026 in Review

Harbour Investments increased its Capital Group Short Duration Income ETF (CGSD) stake by 67% in Q1 2026, buying an estimated $931K and bringing the position to 89,285 shares worth $2.3M. The position accounts for 0.04% of the portfolio, ranked #456.

Harbour Investments first reported a position in CGSD in Q1 2023 and has held it in 13 quarters since. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

  • Harbour Investments held 89,285 shares of Capital Group Short Duration Income ETF worth $2.3M as of Q1 2026.
  • Harbour Investments bought 35,820 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $931K.
  • Capital Group Short Duration Income ETF made up 0.04% of Harbour Investments's portfolio in Q1 2026, its #456 holding.
  • Harbour Investments first reported a position in Capital Group Short Duration Income ETF in Q1 2023 and has held it in 13 quarters since.
  • 187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.