NBC Securities
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NBC Securities’s Capital Group Short Duration Income ETF CGSD Stock Holding History

NBC Securities’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
Q3 		– Sell
-11
Closed -$283 – 2503
2026
Q2 		$283 Sell
11
-877
-99% -$22.6K ﹤0.01% 2383
2026
Q1 		$22.9K Sell
888
-17
-2% -$442 ﹤0.01% 1657
2025
Q4 		$23.5K Sell
905
-8
-0.9% -$208 ﹤0.01% 1706
2025
Q3 		$23.7K Sell
913
-661
-42% -$17.2K ﹤0.01% 1667
2025
Q2 		$40K Hold
1,574
– – ﹤0.01% 1401
2025
Q1 		$40K Buy
1,574
+1,558
+9,738% +$40.1K ﹤0.01% 1229
2024
Q4 		$423 Sell
16
-16,921
-100% -$435K 0.04% 503
2024
Q3 		$438K Sell
16,937
-2,950
-15% -$75.9K 0.04% 506
2024
Q2 		$505K Sell
19,887
-399
-2% -$10.1K 0.05% 435
2024
Q1 		$515K Sell
20,286
-1,143
-5% -$29.1K 0.05% 430
2023
Q4 		$545K Sell
21,429
-417
-2% -$10.5K 0.05% 386
2023
Q3 		$547K Buy
+21,846
New +$550K 0.06% 350

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Wealth Science Advisors
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Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Lodestone Wealth Management
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Richards, Merrill & Peterson
Richards, Merrill & Peterson Spokane, Washington $328M AUM 25.09% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

NBC Securities's CGSD Position: Q3 2026 in Review

NBC Securities sold out of Capital Group Short Duration Income ETF (CGSD) in Q3 2026, closing a stake of 11 shares — an estimated $283 sold.

NBC Securities first reported a position in CGSD in Q3 2023 and held it in 12 quarters. The position peaked at $547K in Q3 2023. 61 funds tracked by Wall St. Rank hold CGSD as of Q3 2026.

  • NBC Securities reported no remaining Capital Group Short Duration Income ETF position as of Q3 2026 after selling out during the quarter.
  • NBC Securities sold 11 Capital Group Short Duration Income ETF shares in Q3 2026, an estimated $283.
  • NBC Securities first reported a position in Capital Group Short Duration Income ETF in Q3 2023 and held it in 12 quarters.
  • NBC Securities's Capital Group Short Duration Income ETF position peaked at $547K in Q3 2023.
  • 61 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.