Hazlett, Burt & Watson
CGSD icon

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
Q3 		$107K Sell
4,231
-2,403
-36% -$61.6K 0.03% 350
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bridgewealth Advisory Group
Bridgewealth Advisory Group Fresno, California $535M AUM 8.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Kerntke Otto McGlone Wealth Management Group
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 1-Year Est. Return
Conservest Capital Advisors
Conservest Capital Advisors Wynnewood, Pennsylvania $1.28B AUM 17.34% 1-Year Est. Return

Hazlett, Burt & Watson's CGSD Position: Q3 2026 in Review

Hazlett, Burt & Watson reduced its Capital Group Short Duration Income ETF (CGSD) stake by 36% in Q3 2026, selling an estimated $61.6K and leaving 4,231 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #350.

Hazlett, Burt & Watson first reported a position in CGSD in Q4 2025 and has held it in 4 quarters since. The position peaked at $171K in Q2 2026. 119 funds tracked by Wall St. Rank hold CGSD as of Q3 2026.

  • Hazlett, Burt & Watson held 4,231 shares of Capital Group Short Duration Income ETF worth $107K as of Q3 2026.
  • Hazlett, Burt & Watson sold 2,403 Capital Group Short Duration Income ETF shares in Q3 2026, an estimated $61.6K.
  • Capital Group Short Duration Income ETF made up 0.03% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #350 holding.
  • Hazlett, Burt & Watson first reported a position in Capital Group Short Duration Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Hazlett, Burt & Watson's Capital Group Short Duration Income ETF position peaked at $171K in Q2 2026.
  • 119 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.