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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers

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

Commonwealth Equity Services

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return

Envestnet Asset Management

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

Jones Financial Companies

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

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