JBA
CGSD icon

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
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

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
TF
Thayer Financial Hickory, North Carolina $110M AUM
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
RMP
Richards, Merrill & Peterson Spokane, Washington $315M AUM 30.62% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return

Johnson Bixby & Associates's CGSD Position: Q2 2026 in Review

Johnson Bixby & Associates held its Capital Group Short Duration Income ETF (CGSD) position steady in Q2 2026 at 7,779 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #129.

Johnson Bixby & Associates first reported a position in CGSD in Q1 2025 and has held it in 6 quarters since. The position peaked at $202K in Q4 2025. 32 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • Johnson Bixby & Associates held 7,779 shares of Capital Group Short Duration Income ETF worth $200K as of Q2 2026.
  • Johnson Bixby & Associates left its Capital Group Short Duration Income ETF share count unchanged in Q2 2026.
  • Capital Group Short Duration Income ETF made up 0.02% of Johnson Bixby & Associates's portfolio in Q2 2026, its #129 holding.
  • Johnson Bixby & Associates first reported a position in Capital Group Short Duration Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Johnson Bixby & Associates's Capital Group Short Duration Income ETF position peaked at $202K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.