IAM Advisory’s Capital Group Short Duration Income ETF CGSD Stock Holding History

IAM Advisory’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	$14.9M	Buy	579,852 +11,833	+2%	+$306K	2.91%	9
2026 Q1	$14.6M	Buy	568,019 +10,937	+2%	+$284K	3.28%	7
2025 Q4	$14.5M	Buy	557,082 +14,895	+3%	+$388K	3.22%	8
2025 Q3	$14.1M	Buy	542,187 +18,259	+3%	+$475K	3.17%	9
2025 Q2	$13.6M	Buy	+523,928	New	+$13.5M	3.26%	9

Other funds holding CGSD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IAM Advisory's CGSD Position: Q2 2026 in Review

IAM Advisory increased its Capital Group Short Duration Income ETF (CGSD) stake by 2.1% in Q2 2026, buying an estimated $306K and bringing the position to 579,852 shares worth $14.9M. The position accounts for 2.91% of the portfolio, ranked #9.

IAM Advisory first reported a position in CGSD in Q2 2025 and has held it in 5 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

IAM Advisory held 579,852 shares of Capital Group Short Duration Income ETF worth $14.9M as of Q2 2026.
IAM Advisory bought 11,833 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $306K.
Capital Group Short Duration Income ETF made up 2.91% of IAM Advisory's portfolio in Q2 2026, its #9 holding.
IAM Advisory first reported a position in Capital Group Short Duration Income ETF in Q2 2025 and has held it in 5 quarters since.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.