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Rhodes Investment Advisors’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Rhodes Investment Advisors’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 		$208K Hold
8,240
– – 0.15% 119
2026
Q2 		$212K Hold
8,240
– – 0.16% 115
2026
Q1 		$213K Buy
+8,240
New +$214K 0.18% 108

Other funds holding CGSD

WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Rhodes Investment Advisors's CGSD Position: Q3 2026 in Review

Rhodes Investment Advisors held its Capital Group Short Duration Income ETF (CGSD) position steady in Q3 2026 at 8,240 shares worth $208K. The position accounts for 0.15% of the portfolio, ranked #119.

Rhodes Investment Advisors first reported a position in CGSD in Q1 2026 and has held it in 3 quarters since. The position peaked at $213K in Q1 2026. 7 funds tracked by Wall St. Rank hold CGSD as of Q3 2026.

  • Rhodes Investment Advisors held 8,240 shares of Capital Group Short Duration Income ETF worth $208K as of Q3 2026.
  • Rhodes Investment Advisors left its Capital Group Short Duration Income ETF share count unchanged in Q3 2026.
  • Capital Group Short Duration Income ETF made up 0.15% of Rhodes Investment Advisors's portfolio in Q3 2026, its #119 holding.
  • Rhodes Investment Advisors first reported a position in Capital Group Short Duration Income ETF in Q1 2026 and has held it in 3 quarters since.
  • Rhodes Investment Advisors's Capital Group Short Duration Income ETF position peaked at $213K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.