IFP Advisors’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.21M	Buy	85,729 +67,922	+381%	+$1.77M	0.05%	416
2025 Q4	$463K	Buy	17,807 +16,028	+901%	+$417K	0.01%	967
2025 Q3	$46.2K	Buy	1,779 +900	+102%	+$23.4K	﹤0.01%	2111
2025 Q2	$22.8K	Buy	879 +10	+1%	+$258	﹤0.01%	2473
2025 Q1	$22.4K	Buy	869 +8	+0.9%	+$206	﹤0.01%	2245
2024 Q4	$22.1K	Buy	861 +11	+1%	+$283	﹤0.01%	2201
2024 Q3	$22K	Buy	850 +10	+1%	+$257	﹤0.01%	2111
2024 Q2	$21.3K	Buy	840 +13	+2%	+$330	﹤0.01%	2052
2024 Q1	$21K	Buy	827 +9	+1%	+$229	﹤0.01%	1944
2023 Q4	$20.8K	Buy	818 +10	+1%	+$252	﹤0.01%	1896
2023 Q3	$20.2K	Buy	808 +9	+1%	+$227	﹤0.01%	1944
2023 Q2	$20.1K	Buy	799 +9	+1%	+$229	﹤0.01%	1990
2023 Q1	$19.9K	Buy	+790	New	+$20.1K	﹤0.01%	2028