Rather & Kittrell’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Rather & Kittrell’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	–	Sell	-7,971	Closed	-$206K	–	109
2026 Q1	$206K	Buy	7,971 +190	+2%	+$4.94K	0.03%	109
2025 Q4	$202K	Hold	7,781	–	–	0.03%	104
2025 Q3	$202K	Hold	7,781	–	–	0.04%	97
2025 Q2	$202K	Hold	7,781	–	–	0.04%	87
2025 Q1	$201K	Buy	+7,781	New	+$200K	0.04%	84

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

Rather & Kittrell's CGSD Position: Q2 2026 in Review

Rather & Kittrell sold out of Capital Group Short Duration Income ETF (CGSD) in Q2 2026, closing a stake of 7,971 shares — an estimated $206K sold.

Rather & Kittrell first reported a position in CGSD in Q1 2025 and held it in 5 quarters. The position peaked at $206K in Q1 2026. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Rather & Kittrell reported no remaining Capital Group Short Duration Income ETF position as of Q2 2026 after selling out during the quarter.
Rather & Kittrell sold 7,971 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $206K.
Rather & Kittrell first reported a position in Capital Group Short Duration Income ETF in Q1 2025 and held it in 5 quarters.
Rather & Kittrell's Capital Group Short Duration Income ETF position peaked at $206K in Q1 2026.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.