PWM
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Pines Wealth Management’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Pines Wealth Management’s Portfolio CGSD Stock Details CGSD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$770K Buy
29,761
+4,077
+16% +$105K 0.27% 90
2025
Q1 		$662K Sell
25,684
-703
-3% -$18.1K 0.31% 85
2024
Q4 		$675K Buy
+26,387
New +$675K 0.29% 89