LWM
Lodestone Wealth Management’s Capital Group Short Duration Income ETF CGSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Sell |
168,654
-4,406
| -3% | -$114K | 2.13% | 7 |
|
|
2025
Q1 | $4.47M | Buy |
173,060
+1,245
| +0.7% | +$32.1K | 2.38% | 5 |
|
|
2024
Q4 | $4.41M | Buy |
171,815
+3,674
| +2% | +$94.2K | 2.21% | 7 |
|
|
2024
Q3 | $4.36M | Buy |
168,141
+69,879
| +71% | +$1.81M | 2.18% | 8 |
|
|
2024
Q2 | $2.5M | Buy |
98,262
+2,561
| +3% | +$65.1K | 1.32% | 25 |
|
|
2024
Q1 | $2.43M | Buy |
95,701
+225
| +0.2% | +$5.71K | 1.27% | 28 |
|
|
2023
Q4 | $2.43M | Buy |
+95,476
| New | +$2.43M | 1.41% | 22 |
|
|
2023
Q3 | – | Sell |
-47,595
| Closed | -$1.19M | – | 129 |
|
|
2023
Q2 | $1.19M | Buy |
47,595
+32,918
| +224% | +$826K | 0.82% | 41 |
|
|
2023
Q1 | $375K | Buy |
+14,677
| New | +$375K | 0.29% | 87 |
|