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 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

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

Independent Financial Group's CGSD Position: Q2 2026 in Review

Independent Financial Group increased its Capital Group Short Duration Income ETF (CGSD) stake by 16% in Q2 2026, buying an estimated $142K and bringing the position to 40,619 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #670.

Independent Financial Group first reported a position in CGSD in Q1 2024 and has held it in 10 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Independent Financial Group held 40,619 shares of Capital Group Short Duration Income ETF worth $1.05M as of Q2 2026.
Independent Financial Group bought 5,517 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $142K.
Capital Group Short Duration Income ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #670 holding.
Independent Financial Group first reported a position in Capital Group Short Duration Income ETF in Q1 2024 and has held it in 10 quarters since.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.