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

LongView 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 Q3	$1.44M	Buy	57,133 +17,090	+43%	+$438K	0.35%	69
2026 Q2	$1.03M	Buy	40,043 +2,596	+7%	+$67K	0.26%	84
2026 Q1	$971K	Buy	37,447 +3,627	+11%	+$94.3K	0.24%	92
2025 Q4	$880K	Sell	33,820 -7,521	-18%	-$196K	0.21%	99
2025 Q3	$1.07M	Buy	41,341 +15,184	+58%	+$395K	0.29%	74
2025 Q2	$678K	Sell	26,157 -28,982	-53%	-$749K	0.21%	93
2025 Q1	$1.42M	Buy	55,139 +466	+0.9%	+$12K	0.43%	53
2024 Q4	$1.4M	Buy	54,673 +28,312	+107%	+$728K	0.43%	54
2024 Q3	$683K	Buy	26,361 +10,006	+61%	+$258K	0.22%	87
2024 Q2	$416K	Buy	+16,355	New	+$415K	0.15%	116

Other funds holding CGSD

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Richards, Merrill & Peterson Spokane, Washington $328M AUM 25.09% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Saxony Capital Management St. Louis, Missouri $238M AUM 19.13% 1-Year Est. Return

LongView Wealth Management's CGSD Position: Q3 2026 in Review

LongView Wealth Management increased its Capital Group Short Duration Income ETF (CGSD) stake by 43% in Q3 2026, buying an estimated $438K and bringing the position to 57,133 shares worth $1.44M. The position accounts for 0.35% of the portfolio, ranked #69.

LongView Wealth Management first reported a position in CGSD in Q2 2024 and has held it in 10 quarters since. 46 funds tracked by Wall St. Rank hold CGSD as of Q3 2026.

LongView Wealth Management held 57,133 shares of Capital Group Short Duration Income ETF worth $1.44M as of Q3 2026.
LongView Wealth Management bought 17,090 Capital Group Short Duration Income ETF shares in Q3 2026, an estimated $438K.
Capital Group Short Duration Income ETF made up 0.35% of LongView Wealth Management's portfolio in Q3 2026, its #69 holding.
LongView Wealth Management first reported a position in Capital Group Short Duration Income ETF in Q2 2024 and has held it in 10 quarters since.
46 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.