RK
CGSD icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
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

Rather & Kittrell's CGSD Position: Q1 2026 in Review

Rather & Kittrell increased its Capital Group Short Duration Income ETF (CGSD) stake by 2.4% in Q1 2026, buying an estimated $4.94K and bringing the position to 7,971 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #109.

Rather & Kittrell first reported a position in CGSD in Q1 2025 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

  • Rather & Kittrell held 7,971 shares of Capital Group Short Duration Income ETF worth $206K as of Q1 2026.
  • Rather & Kittrell bought 190 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $4.94K.
  • Capital Group Short Duration Income ETF made up 0.03% of Rather & Kittrell's portfolio in Q1 2026, its #109 holding.
  • Rather & Kittrell first reported a position in Capital Group Short Duration Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Rather & Kittrell's 13F filing for Q1 2026, filed 12 May 2026.