LC
CGSD icon

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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Landaas & Company's CGSD Position: Q1 2026 in Review

Landaas & Company increased its Capital Group Short Duration Income ETF (CGSD) stake by 7.4% in Q1 2026, buying an estimated $1.04M and bringing the position to 581,816 shares worth $15M. The position accounts for 3.29% of the portfolio, ranked #6.

Landaas & Company first reported a position in CGSD in Q3 2025 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

  • Landaas & Company held 581,816 shares of Capital Group Short Duration Income ETF worth $15M as of Q1 2026.
  • Landaas & Company bought 39,940 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $1.04M.
  • Capital Group Short Duration Income ETF made up 3.29% of Landaas & Company's portfolio in Q1 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 3 quarters since.
  • 186 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Landaas & Company's 13F filing for Q1 2026, filed 30 Apr 2026.