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Landaas & Company’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Landaas & Company’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 		$14.7M Sell
571,548
-10,268
-2% -$265K 2.68% 6
2026
Q1 		$15M Buy
581,816
+39,940
+7% +$1.04M 3.29% 6
2025
Q4 		$14.1M Buy
541,876
+293,652
+118% +$7.64M 3.1% 6
2025
Q3 		$6.45M Buy
+248,224
New +$6.45M 1.47% 11

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

Landaas & Company's CGSD Position: Q2 2026 in Review

Landaas & Company reduced its Capital Group Short Duration Income ETF (CGSD) stake by 1.8% in Q2 2026, selling an estimated $265K and leaving 571,548 shares worth $14.7M. The position accounts for 2.68% of the portfolio, ranked #6.

Landaas & Company first reported a position in CGSD in Q3 2025 and has held it in 4 quarters since. The position peaked at $15M in Q1 2026. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • Landaas & Company held 571,548 shares of Capital Group Short Duration Income ETF worth $14.7M as of Q2 2026.
  • Landaas & Company sold 10,268 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $265K.
  • Capital Group Short Duration Income ETF made up 2.68% of Landaas & Company's portfolio in Q2 2026, its #6 holding.
  • Landaas & Company first reported a position in Capital Group Short Duration Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Landaas & Company's Capital Group Short Duration Income ETF position peaked at $15M in Q1 2026.
  • 188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Landaas & Company's 13F filing for Q2 2026, filed 21 Jul 2026.