Oak Hill Wealth Advisors’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Oak Hill Wealth 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
2025 Q3	$564K	Buy	+21,708	New	+$564K	0.11%	97

Other funds holding CGSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CGPCS

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

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

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

MFG

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oak Hill Wealth Advisors's CGSD Position: Q3 2025 in Review

Oak Hill Wealth Advisors opened a new position in Capital Group Short Duration Income ETF (CGSD) in Q3 2025: 21,708 shares worth $564K. The stake represents 0.11% of the portfolio and ranks #97 among its holdings.

147 funds tracked by Wall St. Rank hold CGSD as of Q3 2025.

Oak Hill Wealth Advisors held 21,708 shares of Capital Group Short Duration Income ETF worth $564K as of Q3 2025.
Capital Group Short Duration Income ETF was a new Oak Hill Wealth Advisors position in Q3 2025.
Capital Group Short Duration Income ETF made up 0.11% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #97 holding.
147 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.