Richards, Merrill & Peterson’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Richards, Merrill & Peterson’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	$5.1M	Buy	198,353 +11,369	+6%	+$294K	1.62%	14
2026 Q1	$4.82M	Buy	186,984 +62,652	+50%	+$1.63M	1.77%	11
2025 Q4	$3.23M	Buy	124,332 +34,136	+38%	+$889K	1.24%	17
2025 Q3	$2.34M	Buy	90,196 +5,433	+6%	+$141K	1.01%	20
2025 Q2	$2.2M	Buy	84,763 +9,477	+13%	+$245K	1.05%	19
2025 Q1	$1.94M	Buy	75,286 +3,978	+6%	+$102K	1.01%	19
2024 Q4	$1.83M	Buy	+71,308	New	+$1.83M	0.96%	19

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

Richards, Merrill & Peterson's CGSD Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Capital Group Short Duration Income ETF (CGSD) stake by 6.1% in Q2 2026, buying an estimated $294K and bringing the position to 198,353 shares worth $5.1M. The position accounts for 1.62% of the portfolio, ranked #14.

Richards, Merrill & Peterson first reported a position in CGSD in Q4 2024 and has held it in 7 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Richards, Merrill & Peterson held 198,353 shares of Capital Group Short Duration Income ETF worth $5.1M as of Q2 2026.
Richards, Merrill & Peterson bought 11,369 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $294K.
Capital Group Short Duration Income ETF made up 1.62% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #14 holding.
Richards, Merrill & Peterson first reported a position in Capital Group Short Duration Income ETF in Q4 2024 and has held it in 7 quarters since.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.