MPWM Advisory Solutions’s Capital Group Short Duration Income ETF CGSD Stock Holding History

MPWM Advisory Solutions’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	$87.9K	Buy	3,408 +475	+16%	+$12.4K	0.05%	144
2025 Q4	$76.3K	Sell	2,933 -2,094	-42%	-$54.5K	0.04%	143
2025 Q3	$131K	Sell	5,027 -1,615	-24%	-$42K	0.08%	101
2025 Q2	$172K	Sell	6,642 -6,003	-47%	-$155K	0.11%	90
2025 Q1	$326K	Buy	12,645 +1,074	+9%	+$27.7K	0.24%	54
2024 Q4	$297K	Buy	+11,571	New	+$298K	0.22%	55

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 $16.4B AUM 25.17% 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

MPWM Advisory Solutions's CGSD Position: Q1 2026 in Review

MPWM Advisory Solutions increased its Capital Group Short Duration Income ETF (CGSD) stake by 16% in Q1 2026, buying an estimated $12.4K and bringing the position to 3,408 shares worth $87.9K. The position accounts for 0.05% of the portfolio, ranked #144.

MPWM Advisory Solutions first reported a position in CGSD in Q4 2024 and has held it in 6 quarters since. The position peaked at $326K in Q1 2025. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

MPWM Advisory Solutions held 3,408 shares of Capital Group Short Duration Income ETF worth $87.9K as of Q1 2026.
MPWM Advisory Solutions bought 475 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $12.4K.
Capital Group Short Duration Income ETF made up 0.05% of MPWM Advisory Solutions's portfolio in Q1 2026, its #144 holding.
MPWM Advisory Solutions first reported a position in Capital Group Short Duration Income ETF in Q4 2024 and has held it in 6 quarters since.
MPWM Advisory Solutions's Capital Group Short Duration Income ETF position peaked at $326K in Q1 2025.
187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.