Johnson Bixby & Associates’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Johnson Bixby & Associates’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 Q3	–	Sell	-7,779	Closed	-$200K	–	128
2026 Q2	$200K	Hold	7,779	–	–	0.02%	129
2026 Q1	$201K	Hold	7,779	–	–	0.02%	125
2025 Q4	$202K	Hold	7,779	–	–	0.03%	122
2025 Q3	$202K	Hold	7,779	–	–	0.03%	120
2025 Q2	$202K	Hold	7,779	–	–	0.03%	121
2025 Q1	$201K	Buy	+7,779	New	+$200K	0.03%	113

Other funds holding CGSD

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WSA

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

LWM

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Freestate Advisors Overland Park, Kansas $130M AUM 7% 1-Year Est. Return

SCFS

Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Johnson Bixby & Associates's CGSD Position: Q3 2026 in Review

Johnson Bixby & Associates sold out of Capital Group Short Duration Income ETF (CGSD) in Q3 2026, closing a stake of 7,779 shares — an estimated $200K sold.

Johnson Bixby & Associates first reported a position in CGSD in Q1 2025 and held it in 6 quarters. The position peaked at $202K in Q4 2025. 18 funds tracked by Wall St. Rank hold CGSD as of Q3 2026.

Johnson Bixby & Associates reported no remaining Capital Group Short Duration Income ETF position as of Q3 2026 after selling out during the quarter.
Johnson Bixby & Associates sold 7,779 Capital Group Short Duration Income ETF shares in Q3 2026, an estimated $200K.
Johnson Bixby & Associates first reported a position in Capital Group Short Duration Income ETF in Q1 2025 and held it in 6 quarters.
Johnson Bixby & Associates's Capital Group Short Duration Income ETF position peaked at $202K in Q4 2025.
18 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2026.

Based on Johnson Bixby & Associates's 13F filing for Q3 2026, filed 14 Oct 2026.