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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Independent Advisor Alliance's CGSD Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Capital Group Short Duration Income ETF (CGSD) in Q1 2026: 63,956 shares worth $1.65M. The stake represents 0.02% of the portfolio and ranks #622 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in CGSD as recently as Q4 2024.

Independent Advisor Alliance first reported a position in CGSD in Q4 2024 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

  • Independent Advisor Alliance held 63,956 shares of Capital Group Short Duration Income ETF worth $1.65M as of Q1 2026.
  • Capital Group Short Duration Income ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Capital Group Short Duration Income ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #622 holding.
  • Independent Advisor Alliance first reported a position in Capital Group Short Duration Income ETF in Q4 2024 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.