LWM
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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
2026
Q2 		$8.47M Buy
329,266
+71,991
+28% +$1.86M 2.99% 3
2026
Q1 		$6.64M Buy
257,275
+22,099
+9% +$575K 2.63% 4
2025
Q4 		$6.12M Buy
235,176
+50,146
+27% +$1.31M 2.49% 5
2025
Q3 		$4.81M Buy
185,030
+16,376
+10% +$426K 2.16% 7
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% +$94.5K 2.21% 7
2024
Q3 		$4.36M Buy
168,141
+69,879
+71% +$1.8M 2.18% 8
2024
Q2 		$2.5M Buy
98,262
+2,561
+3% +$65K 1.32% 25
2024
Q1 		$2.43M Buy
95,701
+225
+0.2% +$5.73K 1.27% 28
2023
Q4 		$2.43M Buy
+95,476
New +$2.41M 1.41% 22
2023
Q3 		– Sell
-47,595
Closed -$1.19M – 129
2023
Q2 		$1.19M Buy
47,595
+32,918
+224% +$838K 0.82% 41
2023
Q1 		$375K Buy
+14,677
New +$374K 0.29% 87

Other funds holding CGSD

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 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
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
TF
Thayer Financial Hickory, North Carolina $110M AUM
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Lodestone Wealth Management's CGSD Position: Q2 2026 in Review

Lodestone Wealth Management increased its Capital Group Short Duration Income ETF (CGSD) stake by 28% in Q2 2026, buying an estimated $1.86M and bringing the position to 329,266 shares worth $8.47M. The position accounts for 2.99% of the portfolio, ranked #3.

Lodestone Wealth Management first reported a position in CGSD in Q1 2023 and has held it in 13 quarters since. 76 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • Lodestone Wealth Management held 329,266 shares of Capital Group Short Duration Income ETF worth $8.47M as of Q2 2026.
  • Lodestone Wealth Management bought 71,991 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $1.86M.
  • Capital Group Short Duration Income ETF made up 2.99% of Lodestone Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Lodestone Wealth Management first reported a position in Capital Group Short Duration Income ETF in Q1 2023 and has held it in 13 quarters since.
  • 76 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.