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Hazlett, Burt & Watson’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Hazlett, Burt & Watson’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 		$165K Buy
6,386
+1,406
+28% +$36.6K 0.05% 275
2025
Q4 		$130K Buy
+4,980
New +$130K 0.04% 306

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

Hazlett, Burt & Watson's CGSD Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its Capital Group Short Duration Income ETF (CGSD) stake by 28% in Q1 2026, buying an estimated $36.6K and bringing the position to 6,386 shares worth $165K. The position accounts for 0.05% of the portfolio, ranked #275.

Hazlett, Burt & Watson first reported a position in CGSD in Q4 2025 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

  • Hazlett, Burt & Watson held 6,386 shares of Capital Group Short Duration Income ETF worth $165K as of Q1 2026.
  • Hazlett, Burt & Watson bought 1,406 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $36.6K.
  • Capital Group Short Duration Income ETF made up 0.05% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #275 holding.
  • Hazlett, Burt & Watson first reported a position in Capital Group Short Duration Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.