IWC
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$216K Buy
8,310
+282
+4% +$7.31K ﹤0.01% 1730
2025
Q1 		$207K Buy
+8,028
New +$207K ﹤0.01% 1604