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 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%	+$9.95K	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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

CGPCS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Pines Wealth Management's CGSD Position: Q1 2026 in Review

Pines Wealth Management increased its Capital Group Short Duration Income ETF (CGSD) stake by 23% in Q1 2026, buying an estimated $183K and bringing the position to 38,079 shares worth $982K. The position accounts for 0.32% of the portfolio, ranked #83.

Pines Wealth Management first reported a position in CGSD in Q4 2024 and has held it in 6 quarters since. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

Pines Wealth Management held 38,079 shares of Capital Group Short Duration Income ETF worth $982K as of Q1 2026.
Pines Wealth Management bought 7,039 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $183K.
Capital Group Short Duration Income ETF made up 0.32% of Pines Wealth Management's portfolio in Q1 2026, its #83 holding.
Pines Wealth Management first reported a position in Capital Group Short Duration Income ETF in Q4 2024 and has held it in 6 quarters since.
187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.