SageView Advisory Group’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-8,861
Closed -$227K 553
2023
Q4
$227K Sell
8,861
-153
-2% -$3.91K 0.01% 587
2023
Q3
$226K Sell
9,014
-665
-7% -$16.7K 0.01% 490
2023
Q2
$243K Buy
+9,679
New +$243K 0.01% 491