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

Merited Wealth’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 		– Sell
-29,443
Closed -$766K – 124
2025
Q4 		$766K Buy
+29,443
New +$766K 0.71% 38

Other funds holding CGSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Merited Wealth's CGSD Position: Q1 2026 in Review

Merited Wealth sold out of Capital Group Short Duration Income ETF (CGSD) in Q1 2026, closing a stake of 29,443 shares — an estimated $766K sold.

Merited Wealth first reported a position in CGSD in Q4 2025 and held it in 1 quarter. The position peaked at $766K in Q4 2025. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

  • Merited Wealth reported no remaining Capital Group Short Duration Income ETF position as of Q1 2026 after selling out during the quarter.
  • Merited Wealth sold 29,443 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $766K.
  • Merited Wealth first reported a position in Capital Group Short Duration Income ETF in Q4 2025 and held it in 1 quarter.
  • Merited Wealth's Capital Group Short Duration Income ETF position peaked at $766K in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Merited Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.