Parsonex Advisory Services’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Parsonex Advisory Services’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	–	Sell	-43,130	Closed	-$1.12M	–	67
2025 Q4	$1.12M	Buy	43,130 +11,194	+35%	+$291K	0.72%	36
2025 Q3	$830K	Sell	31,936 -989	-3%	-$25.7K	0.56%	43
2025 Q2	$854K	Buy	+32,925	New	+$851K	0.71%	41

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MFG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Parsonex Advisory Services's CGSD Position: Q1 2026 in Review

Parsonex Advisory Services sold out of Capital Group Short Duration Income ETF (CGSD) in Q1 2026, closing a stake of 43,130 shares — an estimated $1.12M sold.

Parsonex Advisory Services first reported a position in CGSD in Q2 2025 and held it in 3 quarters. The position peaked at $1.12M in Q4 2025. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

Parsonex Advisory Services reported no remaining Capital Group Short Duration Income ETF position as of Q1 2026 after selling out during the quarter.
Parsonex Advisory Services sold 43,130 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $1.12M.
Parsonex Advisory Services first reported a position in Capital Group Short Duration Income ETF in Q2 2025 and held it in 3 quarters.
Parsonex Advisory Services's Capital Group Short Duration Income ETF position peaked at $1.12M in Q4 2025.
187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Parsonex Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.