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Sound Income Strategies’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Sound Income Strategies’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 		– Sell
-1,495
Closed -$38.6K – 806
2026
Q1 		$38.6K Buy
+1,495
New +$38.9K ﹤0.01% 917

Other funds holding CGSD

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
TF
Thayer Financial Hickory, North Carolina $110M AUM
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM

Sound Income Strategies's CGSD Position: Q2 2026 in Review

Sound Income Strategies sold out of Capital Group Short Duration Income ETF (CGSD) in Q2 2026, closing a stake of 1,495 shares — an estimated $38.6K sold.

Sound Income Strategies first reported a position in CGSD in Q1 2026 and held it in 1 quarter. The position peaked at $38.6K in Q1 2026. 69 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • Sound Income Strategies reported no remaining Capital Group Short Duration Income ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,495 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $38.6K.
  • Sound Income Strategies first reported a position in Capital Group Short Duration Income ETF in Q1 2026 and held it in 1 quarter.
  • Sound Income Strategies's Capital Group Short Duration Income ETF position peaked at $38.6K in Q1 2026.
  • 69 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.