Kestra Private Wealth Services’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.93M Buy
344,503
+39,606
+13% +$1.03M 0.13% 184
2025
Q1
$7.87M Buy
304,897
+83,325
+38% +$2.15M 0.13% 177
2024
Q4
$5.68M Buy
221,572
+27,483
+14% +$705K 0.1% 223
2024
Q3
$5.03M Buy
194,089
+68,243
+54% +$1.77M 0.09% 227
2024
Q2
$3.2M Buy
+125,846
New +$3.2M 0.06% 291