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Integrated Wealth Concepts’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Integrated Wealth Concepts’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 		$774K Buy
30,030
+8,842
+42% +$230K 0.01% 1265
2025
Q4 		$551K Buy
21,188
+5,596
+36% +$146K 0.01% 1047
2025
Q3 		$405K Buy
15,592
+7,282
+88% +$189K ﹤0.01% 1465
2025
Q2 		$216K Buy
8,310
+282
+4% +$7.29K ﹤0.01% 1730
2025
Q1 		$207K Buy
+8,028
New +$207K ﹤0.01% 1604

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 $71.6B AUM 21.08% 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 $10.1B AUM 14.03% 1-Year Est. Return

Integrated Wealth Concepts's CGSD Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Capital Group Short Duration Income ETF (CGSD) stake by 42% in Q1 2026, buying an estimated $230K and bringing the position to 30,030 shares worth $774K. The position accounts for 0.01% of the portfolio, ranked #1265.

Integrated Wealth Concepts first reported a position in CGSD in Q1 2025 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

  • Integrated Wealth Concepts held 30,030 shares of Capital Group Short Duration Income ETF worth $774K as of Q1 2026.
  • Integrated Wealth Concepts bought 8,842 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $230K.
  • Capital Group Short Duration Income ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1265 holding.
  • Integrated Wealth Concepts first reported a position in Capital Group Short Duration Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.