KW
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
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

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

KWB Wealth's CGSD Position: Q2 2026 in Review

KWB Wealth increased its Capital Group Short Duration Income ETF (CGSD) stake by 71% in Q2 2026, buying an estimated $262K and bringing the position to 24,385 shares worth $627K. The position accounts for 0.05% of the portfolio, ranked #103.

KWB Wealth first reported a position in CGSD in Q4 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • KWB Wealth held 24,385 shares of Capital Group Short Duration Income ETF worth $627K as of Q2 2026.
  • KWB Wealth bought 10,153 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $262K.
  • Capital Group Short Duration Income ETF made up 0.05% of KWB Wealth's portfolio in Q2 2026, its #103 holding.
  • KWB Wealth first reported a position in Capital Group Short Duration Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.