HBW
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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
Q2 		$171K Buy
6,634
+248
+4% +$6.4K 0.05% 294
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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hazlett, Burt & Watson's CGSD Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Capital Group Short Duration Income ETF (CGSD) stake by 3.9% in Q2 2026, buying an estimated $6.4K and bringing the position to 6,634 shares worth $171K. The position accounts for 0.05% of the portfolio, ranked #294.

Hazlett, Burt & Watson first reported a position in CGSD in Q4 2025 and has held it in 3 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • Hazlett, Burt & Watson held 6,634 shares of Capital Group Short Duration Income ETF worth $171K as of Q2 2026.
  • Hazlett, Burt & Watson bought 248 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $6.4K.
  • Capital Group Short Duration Income ETF made up 0.05% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #294 holding.
  • Hazlett, Burt & Watson first reported a position in Capital Group Short Duration Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.