Saxony Capital Management’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Saxony Capital Management’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	$3.34M	Sell	129,692 -12,055	-9%	-$311K	1.53%	16
2026 Q1	$3.66M	Buy	141,747 +5,878	+4%	+$153K	2.12%	10
2025 Q4	$3.53M	Buy	135,869 +34,799	+34%	+$906K	2.17%	12
2025 Q3	$2.63M	Buy	101,070 +7,172	+8%	+$186K	1.73%	13
2025 Q2	$2.44M	Buy	93,898 +1,616	+2%	+$41.7K	1.87%	14
2025 Q1	$2.38M	Sell	92,282 -2,780	-3%	-$71.6K	2.09%	12
2024 Q4	$2.44M	Sell	95,062 -164	-0.2%	-$4.22K	2.14%	13
2024 Q3	$2.47M	Buy	95,226 +73,079	+330%	+$1.88M	2.26%	9
2024 Q2	$563K	Buy	+22,147	New	+$562K	0.62%	43

Other funds holding CGSD

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

Thayer Financial Hickory, North Carolina $110M AUM

WSA

Wealth Science Advisors Alpharetta, Georgia $225M AUM

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

RMP

Richards, Merrill & Peterson Spokane, Washington $315M AUM 30.62% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

Saxony Capital Management's CGSD Position: Q2 2026 in Review

Saxony Capital Management reduced its Capital Group Short Duration Income ETF (CGSD) stake by 8.5% in Q2 2026, selling an estimated $311K and leaving 129,692 shares worth $3.34M. The position accounts for 1.53% of the portfolio, ranked #16.

Saxony Capital Management first reported a position in CGSD in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.66M in Q1 2026. 44 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Saxony Capital Management held 129,692 shares of Capital Group Short Duration Income ETF worth $3.34M as of Q2 2026.
Saxony Capital Management sold 12,055 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $311K.
Capital Group Short Duration Income ETF made up 1.53% of Saxony Capital Management's portfolio in Q2 2026, its #16 holding.
Saxony Capital Management first reported a position in Capital Group Short Duration Income ETF in Q2 2024 and has held it in 9 quarters since.
Saxony Capital Management's Capital Group Short Duration Income ETF position peaked at $3.66M in Q1 2026.
44 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.