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 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Thayer Financial Hickory, North Carolina $110M AUM

WSA

Wealth Science Advisors Alpharetta, Georgia $225M AUM

RMP

Richards, Merrill & Peterson Spokane, Washington $315M AUM 30.62% 1-Year Est. Return

SCM

Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return

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

LongView Wealth Management increased its Capital Group Short Duration Income ETF (CGSD) stake by 6.9% in Q2 2026, buying an estimated $67K and bringing the position to 40,043 shares worth $1.03M. The position accounts for 0.26% of the portfolio, ranked #84.

LongView Wealth Management first reported a position in CGSD in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.42M in Q1 2025. 32 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

LongView Wealth Management held 40,043 shares of Capital Group Short Duration Income ETF worth $1.03M as of Q2 2026.
LongView Wealth Management bought 2,596 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $67K.
Capital Group Short Duration Income ETF made up 0.26% of LongView Wealth Management's portfolio in Q2 2026, its #84 holding.
LongView Wealth Management first reported a position in Capital Group Short Duration Income ETF in Q2 2024 and has held it in 9 quarters since.
LongView Wealth Management's Capital Group Short Duration Income ETF position peaked at $1.42M in Q1 2025.
32 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.