Inspire Advisors’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Inspire 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	$3.34M	Buy	129,674 +15,936	+14%	+$411K	0.23%	57
2026 Q1	$2.93M	Buy	113,738 +2,080	+2%	+$54.1K	0.24%	61
2025 Q4	$2.9M	Buy	111,658 +2,065	+2%	+$53.8K	0.27%	65
2025 Q3	$2.85M	Buy	109,593 +12,349	+13%	+$321K	0.27%	63
2025 Q2	$2.52M	Buy	97,244 +716	+0.7%	+$18.5K	0.26%	69
2025 Q1	$2.49M	Buy	96,528 +13,271	+16%	+$342K	0.29%	59
2024 Q4	$2.13M	Buy	83,257 +1,868	+2%	+$48K	0.26%	48
2024 Q3	$2.11M	Buy	81,389 +11,191	+16%	+$288K	0.26%	47
2024 Q2	$1.78M	Buy	70,198 +4,457	+7%	+$113K	0.24%	47
2024 Q1	$1.67M	Buy	65,741 +8,187	+14%	+$208K	0.23%	40
2023 Q4	$1.46M	Buy	57,554 +365	+0.6%	+$9.21K	0.22%	33
2023 Q3	$1.43M	Buy	57,189 +8,695	+18%	+$219K	0.25%	37
2023 Q2	$1.22M	Buy	48,494 +748	+2%	+$19K	0.23%	31
2023 Q1	$1.22M	Buy	+47,746	New	+$1.22M	0.28%	19

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

Inspire Advisors's CGSD Position: Q2 2026 in Review

Inspire Advisors increased its Capital Group Short Duration Income ETF (CGSD) stake by 14% in Q2 2026, buying an estimated $411K and bringing the position to 129,674 shares worth $3.34M. The position accounts for 0.23% of the portfolio, ranked #57.

Inspire Advisors first reported a position in CGSD in Q1 2023 and has held it in 14 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Inspire Advisors held 129,674 shares of Capital Group Short Duration Income ETF worth $3.34M as of Q2 2026.
Inspire Advisors bought 15,936 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $411K.
Capital Group Short Duration Income ETF made up 0.23% of Inspire Advisors's portfolio in Q2 2026, its #57 holding.
Inspire Advisors first reported a position in Capital Group Short Duration Income ETF in Q1 2023 and has held it in 14 quarters since.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.