IFG
CGSD icon

Independent Financial Group’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Independent Financial Group’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 		$1.01M Sell
39,935
-684
-2% -$17.5K 0.02% 681
2026
Q2 		$1.05M Buy
40,619
+5,517
+16% +$142K 0.02% 670
2026
Q1 		$905K Sell
35,102
-240
-0.7% -$6.24K 0.02% 666
2025
Q4 		$919K Buy
35,342
+6,578
+23% +$171K 0.02% 650
2025
Q3 		$747K Buy
28,764
+18
+0.1% +$468 0.02% 701
2025
Q2 		$746K Buy
28,746
+17
+0.1% +$439 0.02% 638
2025
Q1 		$741K Buy
28,729
+7,272
+34% +$187K 0.03% 568
2024
Q4 		$550K Buy
21,457
+22
+0.1% +$566 0.02% 660
2024
Q3 		$555K Buy
21,435
+16
+0.1% +$412 0.02% 614
2024
Q2 		$544K Sell
21,419
-2,720
-11% -$69.1K 0.02% 577
2024
Q1 		$613K Buy
+24,139
New +$615K 0.03% 516

Other funds holding CGSD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $130M AUM 7% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Independent Financial Group's CGSD Position: Q3 2026 in Review

Independent Financial Group reduced its Capital Group Short Duration Income ETF (CGSD) stake by 1.7% in Q3 2026, selling an estimated $17.5K and leaving 39,935 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #681.

Independent Financial Group first reported a position in CGSD in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.05M in Q2 2026. 18 funds tracked by Wall St. Rank hold CGSD as of Q3 2026.

  • Independent Financial Group held 39,935 shares of Capital Group Short Duration Income ETF worth $1.01M as of Q3 2026.
  • Independent Financial Group sold 684 Capital Group Short Duration Income ETF shares in Q3 2026, an estimated $17.5K.
  • Capital Group Short Duration Income ETF made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #681 holding.
  • Independent Financial Group first reported a position in Capital Group Short Duration Income ETF in Q1 2024 and has held it in 11 quarters since.
  • Independent Financial Group's Capital Group Short Duration Income ETF position peaked at $1.05M in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.