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 Q2	$2.03M	Sell	78,816 -10,469	-12%	-$270K	0.03%	537
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 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

CGPCS

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 22.96% 1-Year Est. Return

MFG

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

Harbour Investments's CGSD Position: Q2 2026 in Review

Harbour Investments reduced its Capital Group Short Duration Income ETF (CGSD) stake by 12% in Q2 2026, selling an estimated $270K and leaving 78,816 shares worth $2.03M. The position accounts for 0.03% of the portfolio, ranked #537.

Harbour Investments first reported a position in CGSD in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.3M in Q1 2026. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Harbour Investments held 78,816 shares of Capital Group Short Duration Income ETF worth $2.03M as of Q2 2026.
Harbour Investments sold 10,469 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $270K.
Capital Group Short Duration Income ETF made up 0.03% of Harbour Investments's portfolio in Q2 2026, its #537 holding.
Harbour Investments first reported a position in Capital Group Short Duration Income ETF in Q1 2023 and has held it in 14 quarters since.
Harbour Investments's Capital Group Short Duration Income ETF position peaked at $2.3M in Q1 2026.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.