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 Q2	–	Sell	-3,408	Closed	-$87.9K	–	578
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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MFG

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MPWM Advisory Solutions's CGSD Position: Q2 2026 in Review

MPWM Advisory Solutions sold out of Capital Group Short Duration Income ETF (CGSD) in Q2 2026, closing a stake of 3,408 shares — an estimated $87.9K sold.

MPWM Advisory Solutions first reported a position in CGSD in Q4 2024 and held it in 6 quarters. The position peaked at $326K in Q1 2025. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

MPWM Advisory Solutions reported no remaining Capital Group Short Duration Income ETF position as of Q2 2026 after selling out during the quarter.
MPWM Advisory Solutions sold 3,408 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $87.9K.
MPWM Advisory Solutions first reported a position in Capital Group Short Duration Income ETF in Q4 2024 and held it in 6 quarters.
MPWM Advisory Solutions's Capital Group Short Duration Income ETF position peaked at $326K in Q1 2025.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.