Petredis Investment Advisors’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Petredis Investment 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	$5.59M	Buy	217,231 +24,119	+12%	+$623K	0.38%	54
2026 Q1	$4.98M	Sell	193,112 -16,619	-8%	-$432K	0.41%	52
2025 Q4	$5.46M	Buy	209,731 +36,616	+21%	+$953K	0.43%	45
2025 Q3	$4.5M	Buy	173,115 +54,633	+46%	+$1.42M	0.36%	57
2025 Q2	$3.07M	Buy	+118,482	New	+$3.06M	0.27%	68

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

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

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

CGPCS

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

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

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

MFG

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Petredis Investment Advisors's CGSD Position: Q2 2026 in Review

Petredis Investment Advisors increased its Capital Group Short Duration Income ETF (CGSD) stake by 12% in Q2 2026, buying an estimated $623K and bringing the position to 217,231 shares worth $5.59M. The position accounts for 0.38% of the portfolio, ranked #54.

Petredis Investment Advisors first reported a position in CGSD in Q2 2025 and has held it in 5 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Petredis Investment Advisors held 217,231 shares of Capital Group Short Duration Income ETF worth $5.59M as of Q2 2026.
Petredis Investment Advisors bought 24,119 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $623K.
Capital Group Short Duration Income ETF made up 0.38% of Petredis Investment Advisors's portfolio in Q2 2026, its #54 holding.
Petredis Investment Advisors first reported a position in Capital Group Short Duration Income ETF in Q2 2025 and has held it in 5 quarters since.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Petredis Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.