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New England Capital Financial Advisors’s Capital Group Short Duration Income ETF CGSD Stock Holding History

New England Capital Financial 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 		$1.7M Sell
66,000
-8,129
-11% -$210K 0.41% 20
2026
Q1 		$1.91M Sell
74,129
-184,772
-71% -$4.8M 0.52% 18
2025
Q4 		$6.73M Sell
258,901
-9,380
-3% -$244K 2.63% 10
2025
Q3 		$6.97M Buy
268,281
+8,563
+3% +$223K 2.96% 9
2025
Q2 		$6.74M Buy
259,718
+16,749
+7% +$433K 3.08% 9
2025
Q1 		$6.27M Buy
242,969
+1,833
+0.8% +$47.2K 3.19% 9
2024
Q4 		$6.18M Buy
241,136
+13,384
+6% +$344K 3.02% 9
2024
Q3 		$5.9M Buy
227,752
+14,426
+7% +$371K 3.06% 8
2024
Q2 		$5.42M Buy
213,326
+9,029
+4% +$229K 3.03% 8
2024
Q1 		$5.19M Buy
204,297
+6,051
+3% +$154K 2.93% 8
2023
Q4 		$5.05M Buy
198,246
+5,998
+3% +$151K 3.03% 8
2023
Q3 		$4.81M Buy
192,248
+7,560
+4% +$190K 3.32% 7
2023
Q2 		$4.64M Buy
184,688
+22,026
+14% +$561K 3.06% 8
2023
Q1 		$4.15M Buy
162,662
+10,600
+7% +$270K 2.93% 7
2022
Q4 		$3.88M Buy
+152,062
New +$3.84M 2.75% 7

Other funds holding CGSD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
TF
Thayer Financial Hickory, North Carolina $110M AUM

New England Capital Financial Advisors's CGSD Position: Q2 2026 in Review

New England Capital Financial Advisors reduced its Capital Group Short Duration Income ETF (CGSD) stake by 11% in Q2 2026, selling an estimated $210K and leaving 66,000 shares worth $1.7M. The position accounts for 0.41% of the portfolio, ranked #20.

New England Capital Financial Advisors first reported a position in CGSD in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.97M in Q3 2025. 90 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • New England Capital Financial Advisors held 66,000 shares of Capital Group Short Duration Income ETF worth $1.7M as of Q2 2026.
  • New England Capital Financial Advisors sold 8,129 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $210K.
  • Capital Group Short Duration Income ETF made up 0.41% of New England Capital Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • New England Capital Financial Advisors first reported a position in Capital Group Short Duration Income ETF in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's Capital Group Short Duration Income ETF position peaked at $6.97M in Q3 2025.
  • 90 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.