McIlrath & Eck’s Capital Group Short Duration Income ETF CGSD Stock Holding History

McIlrath & Eck’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 Q1	$22.3M	Sell	866,459 -11,717	-1%	-$305K	1.66%	18
2025 Q4	$22.8M	Sell	878,176 -28,234	-3%	-$735K	2.12%	16
2025 Q3	$23.5M	Sell	906,410 -262,306	-22%	-$6.82M	2.43%	12
2025 Q2	$30.3M	Sell	1,168,716 -35,745	-3%	-$923K	3.46%	10
2025 Q1	$31.1M	Sell	1,204,461 -30,214	-2%	-$778K	3.82%	10
2024 Q4	$31.7M	Sell	1,234,675 -17,340	-1%	-$446K	4.04%	9
2024 Q3	$32.4M	Sell	1,252,015 -39,062	-3%	-$1.01M	4.18%	8
2024 Q2	$32.8M	Sell	1,291,077 -50,780	-4%	-$1.29M	4.87%	6
2024 Q1	$34.1M	Buy	1,341,857 +7,641	+0.6%	+$195K	5.4%	7
2023 Q4	$34M	Buy	1,334,216 +38,861	+3%	+$980K	5.97%	6
2023 Q3	$32.4M	Sell	1,295,355 -1,296,835	-50%	-$32.6M	6.52%	6
2023 Q2	$65.1M	Sell	2,592,190 -7,796	-0.3%	-$199K	13.64%	1
2023 Q1	$66.3M	Buy	2,599,986 +2,581,658	+14,086%	+$65.8M	15.49%	1
2022 Q4	$464K	Buy	+18,328	New	+$463K	0.12%	57

Other funds holding CGSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

McIlrath & Eck's CGSD Position: Q1 2026 in Review

McIlrath & Eck reduced its Capital Group Short Duration Income ETF (CGSD) stake by 1.3% in Q1 2026, selling an estimated $305K and leaving 866,459 shares worth $22.3M. The position accounts for 1.66% of the portfolio, ranked #18.

McIlrath & Eck first reported a position in CGSD in Q4 2022 and has held it in 14 quarters since. The position peaked at $66.3M in Q1 2023. 186 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

McIlrath & Eck held 866,459 shares of Capital Group Short Duration Income ETF worth $22.3M as of Q1 2026.
McIlrath & Eck sold 11,717 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $305K.
Capital Group Short Duration Income ETF made up 1.66% of McIlrath & Eck's portfolio in Q1 2026, its #18 holding.
McIlrath & Eck first reported a position in Capital Group Short Duration Income ETF in Q4 2022 and has held it in 14 quarters since.
McIlrath & Eck's Capital Group Short Duration Income ETF position peaked at $66.3M in Q1 2023.
186 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.