KWB Wealth
CGSD icon

KWB Wealth’s Capital Group Short Duration Income ETF CGSD Stock Holding History

KWB Wealth’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
-24,385
Closed -$627K – 179
2026
Q2 		$627K Buy
24,385
+10,153
+71% +$262K 0.05% 103
2026
Q1 		$370K Hold
14,232
– – 0.04% 117
2025
Q4 		$370K Buy
+14,232
New +$371K 0.04% 125

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KWB Wealth's CGSD Position: Q3 2026 in Review

KWB Wealth sold out of Capital Group Short Duration Income ETF (CGSD) in Q3 2026, closing a stake of 24,385 shares — an estimated $627K sold.

KWB Wealth first reported a position in CGSD in Q4 2025 and held it in 3 quarters. The position peaked at $627K in Q2 2026. 48 funds tracked by Wall St. Rank hold CGSD as of Q3 2026.

  • KWB Wealth reported no remaining Capital Group Short Duration Income ETF position as of Q3 2026 after selling out during the quarter.
  • KWB Wealth sold 24,385 Capital Group Short Duration Income ETF shares in Q3 2026, an estimated $627K.
  • KWB Wealth first reported a position in Capital Group Short Duration Income ETF in Q4 2025 and held it in 3 quarters.
  • KWB Wealth's Capital Group Short Duration Income ETF position peaked at $627K in Q2 2026.
  • 48 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.