Mutual Advisors’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Mutual Advisors’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	$996K	Buy	38,724 +17,149	+79%	+$443K	0.02%	657
2026 Q1	$556K	Sell	21,575 -2,194	-9%	-$57.1K	0.01%	835
2025 Q4	$618K	Buy	23,769 +35	+0.1%	+$911	0.01%	771
2025 Q3	$619K	Sell	23,734 -6,999	-23%	-$182K	0.01%	756
2025 Q2	$798K	Sell	30,733 -1,486	-5%	-$38.4K	0.02%	600
2025 Q1	$834K	Sell	32,219 -2,298	-7%	-$59.2K	0.02%	515
2024 Q4	$887K	Sell	34,517 -13,079	-27%	-$336K	0.03%	520
2024 Q3	$1.23M	Buy	47,596 +15,044	+46%	+$387K	0.04%	417
2024 Q2	$835K	Buy	32,552 +6,838	+27%	+$174K	0.03%	542
2024 Q1	$653K	Sell	25,714 -4,368	-15%	-$111K	0.02%	608
2023 Q4	$766K	Buy	+30,082	New	+$759K	0.03%	528

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

Mutual Advisors's CGSD Position: Q2 2026 in Review

Mutual Advisors increased its Capital Group Short Duration Income ETF (CGSD) stake by 79% in Q2 2026, buying an estimated $443K and bringing the position to 38,724 shares worth $996K. The position accounts for 0.02% of the portfolio, ranked #657.

Mutual Advisors first reported a position in CGSD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.23M in Q3 2024. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Mutual Advisors held 38,724 shares of Capital Group Short Duration Income ETF worth $996K as of Q2 2026.
Mutual Advisors bought 17,149 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $443K.
Capital Group Short Duration Income ETF made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #657 holding.
Mutual Advisors first reported a position in Capital Group Short Duration Income ETF in Q4 2023 and has held it in 11 quarters since.
Mutual Advisors's Capital Group Short Duration Income ETF position peaked at $1.23M in Q3 2024.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.