J. Hagan Capital’s Capital Group Short Duration Income ETF CGSD Stock Holding History

J. Hagan Capital’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	$4.37M	Buy	169,976 +8,400	+5%	+$217K	2.03%	16
2026 Q1	$4.17M	Sell	161,576 -3,246	-2%	-$84.4K	2.25%	14
2025 Q4	$4.29M	Buy	164,822 +25,030	+18%	+$652K	2.37%	13
2025 Q3	$3.63M	Buy	139,792 +6,373	+5%	+$166K	2.2%	15
2025 Q2	$3.46M	Sell	133,419 -43,418	-25%	-$1.12M	2.34%	11
2025 Q1	$4.53M	Buy	+176,837	New	+$4.56M	3.69%	8

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

J. Hagan Capital's CGSD Position: Q2 2026 in Review

J. Hagan Capital increased its Capital Group Short Duration Income ETF (CGSD) stake by 5.2% in Q2 2026, buying an estimated $217K and bringing the position to 169,976 shares worth $4.37M. The position accounts for 2.03% of the portfolio, ranked #16.

J. Hagan Capital first reported a position in CGSD in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.53M in Q1 2025. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

J. Hagan Capital held 169,976 shares of Capital Group Short Duration Income ETF worth $4.37M as of Q2 2026.
J. Hagan Capital bought 8,400 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $217K.
Capital Group Short Duration Income ETF made up 2.03% of J. Hagan Capital's portfolio in Q2 2026, its #16 holding.
J. Hagan Capital first reported a position in Capital Group Short Duration Income ETF in Q1 2025 and has held it in 6 quarters since.
J. Hagan Capital's Capital Group Short Duration Income ETF position peaked at $4.53M in Q1 2025.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on J. Hagan Capital's 13F filing for Q2 2026, filed 14 Aug 2026.