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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$885K	Sell	35,054 -3,132	-8%	-$80.3K	0.25%	97
2026 Q2	$983K	Buy	38,186 +107	+0.3%	+$2.76K	0.28%	90
2026 Q1	$982K	Buy	38,079 +7,039	+23%	+$183K	0.32%	83
2025 Q4	$807K	Buy	31,040 +896	+3%	+$23.3K	0.26%	93
2025 Q3	$783K	Buy	30,144 +383	+1%	+$10K	0.26%	95
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	+$679K	0.29%	89

Other funds holding CGSD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Pines Wealth Management's CGSD Position: Q3 2026 in Review

Pines Wealth Management reduced its Capital Group Short Duration Income ETF (CGSD) stake by 8.2% in Q3 2026, selling an estimated $80.3K and leaving 35,054 shares worth $885K. The position accounts for 0.25% of the portfolio, ranked #97.

Pines Wealth Management first reported a position in CGSD in Q4 2024 and has held it in 8 quarters since. The position peaked at $983K in Q2 2026. 170 funds tracked by Wall St. Rank hold CGSD as of Q3 2026.

Pines Wealth Management held 35,054 shares of Capital Group Short Duration Income ETF worth $885K as of Q3 2026.
Pines Wealth Management sold 3,132 Capital Group Short Duration Income ETF shares in Q3 2026, an estimated $80.3K.
Capital Group Short Duration Income ETF made up 0.25% of Pines Wealth Management's portfolio in Q3 2026, its #97 holding.
Pines Wealth Management first reported a position in Capital Group Short Duration Income ETF in Q4 2024 and has held it in 8 quarters since.
Pines Wealth Management's Capital Group Short Duration Income ETF position peaked at $983K in Q2 2026.
170 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.