Hartmann Taylor Wealth Management’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Hartmann Taylor Wealth Management’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	$231K	Hold	8,950	–	–	0.15%	52
2026 Q1	$231K	Buy	+8,950	New	+$233K	0.15%	52
2025 Q3	–	Sell	-11,125	Closed	-$289K	–	52
2025 Q2	$289K	Buy	11,125 +1,125	+11%	+$29.1K	0.24%	42
2025 Q1	$258K	Buy	+10,000	New	+$258K	0.23%	42

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

Hartmann Taylor Wealth Management's CGSD Position: Q2 2026 in Review

Hartmann Taylor Wealth Management held its Capital Group Short Duration Income ETF (CGSD) position steady in Q2 2026 at 8,950 shares worth $231K. The position accounts for 0.15% of the portfolio, ranked #52.

Hartmann Taylor Wealth Management first reported a position in CGSD in Q1 2025 and has held it in 4 quarters since. The position peaked at $289K in Q2 2025. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Hartmann Taylor Wealth Management held 8,950 shares of Capital Group Short Duration Income ETF worth $231K as of Q2 2026.
Hartmann Taylor Wealth Management left its Capital Group Short Duration Income ETF share count unchanged in Q2 2026.
Capital Group Short Duration Income ETF made up 0.15% of Hartmann Taylor Wealth Management's portfolio in Q2 2026, its #52 holding.
Hartmann Taylor Wealth Management first reported a position in Capital Group Short Duration Income ETF in Q1 2025 and has held it in 4 quarters since.
Hartmann Taylor Wealth Management's Capital Group Short Duration Income ETF position peaked at $289K in Q2 2025.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.