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

Lodestone Wealth Management’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
2025 Q2	$4.37M	Sell
2025 Q1	$4.47M	Buy
2024 Q4	$4.41M	Buy
2024 Q3	$4.36M	Buy
2024 Q2	$2.5M	Buy
2024 Q1	$2.43M	Buy
2023 Q4	$2.43M	Buy
2023 Q3	–	Sell
2023 Q2	$1.19M	Buy
2023 Q1	$375K	Buy