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Holistic Planning’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Holistic Planning’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 		$2.47M Buy
96,077
+8,449
+10% +$218K 0.38% 55
2026
Q1 		$2.26M Buy
+87,628
New +$2.28M 0.45% 49

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

Holistic Planning's CGSD Position: Q2 2026 in Review

Holistic Planning increased its Capital Group Short Duration Income ETF (CGSD) stake by 9.6% in Q2 2026, buying an estimated $218K and bringing the position to 96,077 shares worth $2.47M. The position accounts for 0.38% of the portfolio, ranked #55.

Holistic Planning first reported a position in CGSD in Q1 2026 and has held it in 2 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • Holistic Planning held 96,077 shares of Capital Group Short Duration Income ETF worth $2.47M as of Q2 2026.
  • Holistic Planning bought 8,449 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $218K.
  • Capital Group Short Duration Income ETF made up 0.38% of Holistic Planning's portfolio in Q2 2026, its #55 holding.
  • Holistic Planning first reported a position in Capital Group Short Duration Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.