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 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

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

IFP Advisors's CGSD Position: Q2 2026 in Review

IFP Advisors reduced its Capital Group Short Duration Income ETF (CGSD) stake by 0.29% in Q2 2026, selling an estimated $6.4K and leaving 85,481 shares worth $2.2M. The position accounts for 0.04% of the portfolio, ranked #461.

IFP Advisors first reported a position in CGSD in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.21M in Q1 2026. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

IFP Advisors held 85,481 shares of Capital Group Short Duration Income ETF worth $2.2M as of Q2 2026.
IFP Advisors sold 248 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $6.4K.
Capital Group Short Duration Income ETF made up 0.04% of IFP Advisors's portfolio in Q2 2026, its #461 holding.
IFP Advisors first reported a position in Capital Group Short Duration Income ETF in Q1 2023 and has held it in 14 quarters since.
IFP Advisors's Capital Group Short Duration Income ETF position peaked at $2.21M in Q1 2026.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.