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

Smartleaf Asset 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	$131K	Hold	5,089	–	–	﹤0.01%	1025
2026 Q1	$131K	Buy	5,089 +319	+7%	+$8.3K	﹤0.01%	981
2025 Q4	$124K	Sell	4,770 -130	-3%	-$3.38K	﹤0.01%	1065
2025 Q3	$127K	Sell	4,900 -123	-2%	-$3.2K	0.01%	938
2025 Q2	$130K	Sell	5,023 -111	-2%	-$2.87K	0.01%	760
2025 Q1	$133K	Sell	5,134 -407	-7%	-$10.5K	0.01%	723
2024 Q4	$142K	Buy	5,541 +75	+1%	+$1.93K	0.01%	672
2024 Q3	$142K	Buy	+5,466	New	+$141K	0.02%	604

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

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 22.9% 1-Year Est. Return

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

Smartleaf Asset Management's CGSD Position: Q2 2026 in Review

Smartleaf Asset Management held its Capital Group Short Duration Income ETF (CGSD) position steady in Q2 2026 at 5,089 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Smartleaf Asset Management first reported a position in CGSD in Q3 2024 and has held it in 8 quarters since. The position peaked at $142K in Q4 2024. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Smartleaf Asset Management held 5,089 shares of Capital Group Short Duration Income ETF worth $131K as of Q2 2026.
Smartleaf Asset Management left its Capital Group Short Duration Income ETF share count unchanged in Q2 2026.
Capital Group Short Duration Income ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1025 holding.
Smartleaf Asset Management first reported a position in Capital Group Short Duration Income ETF in Q3 2024 and has held it in 8 quarters since.
Smartleaf Asset Management's Capital Group Short Duration Income ETF position peaked at $142K in Q4 2024.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.