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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Hartmann Taylor Wealth Management's CGSD Position: Q1 2026 in Review

Hartmann Taylor Wealth Management opened a new position in Capital Group Short Duration Income ETF (CGSD) in Q1 2026: 8,950 shares worth $231K. The stake represents 0.15% of the portfolio and ranks #52 among its holdings. This is a return to the name: Hartmann Taylor Wealth Management previously reported a position in CGSD as recently as Q2 2025.

Hartmann Taylor Wealth Management first reported a position in CGSD in Q1 2025 and has held it in 3 quarters since. The position peaked at $289K in Q2 2025. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

Hartmann Taylor Wealth Management held 8,950 shares of Capital Group Short Duration Income ETF worth $231K as of Q1 2026.
Capital Group Short Duration Income ETF was a new Hartmann Taylor Wealth Management position in Q1 2026.
Capital Group Short Duration Income ETF made up 0.15% of Hartmann Taylor Wealth Management's portfolio in Q1 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 3 quarters since.
Hartmann Taylor Wealth Management's Capital Group Short Duration Income ETF position peaked at $289K in Q2 2025.
187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.