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Sagespring Wealth Partners’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Sagespring Wealth Partners’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
2025
Q3 		– Sell
-8,051
Closed -$209K – 737
2025
Q2 		$209K Buy
+8,051
New +$208K ﹤0.01% 682

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Commonwealth Equity Services
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MFG
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sagespring Wealth Partners's CGSD Position: Q3 2025 in Review

Sagespring Wealth Partners sold out of Capital Group Short Duration Income ETF (CGSD) in Q3 2025, closing a stake of 8,051 shares — an estimated $209K sold.

Sagespring Wealth Partners first reported a position in CGSD in Q2 2025 and held it in 1 quarter. The position peaked at $209K in Q2 2025. 147 funds tracked by Wall St. Rank hold CGSD as of Q3 2025.

  • Sagespring Wealth Partners reported no remaining Capital Group Short Duration Income ETF position as of Q3 2025 after selling out during the quarter.
  • Sagespring Wealth Partners sold 8,051 Capital Group Short Duration Income ETF shares in Q3 2025, an estimated $209K.
  • Sagespring Wealth Partners first reported a position in Capital Group Short Duration Income ETF in Q2 2025 and held it in 1 quarter.
  • Sagespring Wealth Partners's Capital Group Short Duration Income ETF position peaked at $209K in Q2 2025.
  • 147 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2025.

Based on Sagespring Wealth Partners's 13F filing for Q3 2025, filed 31 Oct 2025.