IAA
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Independent Advisor Alliance’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Independent Advisor Alliance’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 		– Sell
-63,956
Closed -$1.65M – 1127
2026
Q1 		$1.65M Buy
+63,956
New +$1.66M 0.02% 622
2025
Q1 		– Sell
-33,428
Closed -$857K – 888
2024
Q4 		$857K Buy
+33,428
New +$860K 0.01% 771

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

Independent Advisor Alliance's CGSD Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Capital Group Short Duration Income ETF (CGSD) in Q2 2026, closing a stake of 63,956 shares — an estimated $1.65M sold.

Independent Advisor Alliance first reported a position in CGSD in Q4 2024 and held it in 2 quarters. The position peaked at $1.65M in Q1 2026. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Capital Group Short Duration Income ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 63,956 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $1.65M.
  • Independent Advisor Alliance first reported a position in Capital Group Short Duration Income ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Capital Group Short Duration Income ETF position peaked at $1.65M in Q1 2026.
  • 188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.