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Keudell/Morrison Wealth Management’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Keudell/Morrison Wealth Management’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 		$608K Sell
23,640
-1,076
-4% -$27.8K 0.11% 118
2026
Q1 		$637K Buy
+24,716
New +$643K 0.13% 109

Other funds holding CGSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Keudell/Morrison Wealth Management's CGSD Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Capital Group Short Duration Income ETF (CGSD) stake by 4.4% in Q2 2026, selling an estimated $27.8K and leaving 23,640 shares worth $608K. The position accounts for 0.11% of the portfolio, ranked #118.

Keudell/Morrison Wealth Management first reported a position in CGSD in Q1 2026 and has held it in 2 quarters since. The position peaked at $637K in Q1 2026. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • Keudell/Morrison Wealth Management held 23,640 shares of Capital Group Short Duration Income ETF worth $608K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 1,076 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $27.8K.
  • Capital Group Short Duration Income ETF made up 0.11% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Keudell/Morrison Wealth Management first reported a position in Capital Group Short Duration Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Keudell/Morrison Wealth Management's Capital Group Short Duration Income ETF position peaked at $637K in Q1 2026.
  • 188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.