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

IFP Advisors’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	$1.96M	Sell	77,719 -7,762	-9%	-$199K	0.03%	514
2026 Q2	$2.2M	Sell	85,481 -248	-0.3%	-$6.4K	0.04%	461
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

Other funds holding CGSD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Bridgewealth Advisory Group Fresno, California $535M AUM 8.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 1-Year Est. Return

Conservest Capital Advisors Wynnewood, Pennsylvania $1.28B AUM 17.34% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

IFP Advisors's CGSD Position: Q3 2026 in Review

IFP Advisors reduced its Capital Group Short Duration Income ETF (CGSD) stake by 9.1% in Q3 2026, selling an estimated $199K and leaving 77,719 shares worth $1.96M. The position accounts for 0.03% of the portfolio, ranked #514.

IFP Advisors first reported a position in CGSD in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.21M in Q1 2026. 114 funds tracked by Wall St. Rank hold CGSD as of Q3 2026.

IFP Advisors held 77,719 shares of Capital Group Short Duration Income ETF worth $1.96M as of Q3 2026.
IFP Advisors sold 7,762 Capital Group Short Duration Income ETF shares in Q3 2026, an estimated $199K.
Capital Group Short Duration Income ETF made up 0.03% of IFP Advisors's portfolio in Q3 2026, its #514 holding.
IFP Advisors first reported a position in Capital Group Short Duration Income ETF in Q1 2023 and has held it in 15 quarters since.
IFP Advisors's Capital Group Short Duration Income ETF position peaked at $2.21M in Q1 2026.
114 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.