Stewardship Concepts Financial Services’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Stewardship Concepts Financial Services’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	$1.81M	Buy	70,448 +54,777	+350%	+$1.41M	1.22%	22
2026 Q1	$404K	Buy	+15,671	New	+$408K	0.32%	44

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

CGPCS

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 22.96% 1-Year Est. Return

MFG

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

Stewardship Concepts Financial Services's CGSD Position: Q2 2026 in Review

Stewardship Concepts Financial Services increased its Capital Group Short Duration Income ETF (CGSD) stake by 350% in Q2 2026, buying an estimated $1.41M and bringing the position to 70,448 shares worth $1.81M. The position accounts for 1.22% of the portfolio, ranked #22.

Stewardship Concepts Financial Services first reported a position in CGSD in Q1 2026 and has held it in 2 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Stewardship Concepts Financial Services held 70,448 shares of Capital Group Short Duration Income ETF worth $1.81M as of Q2 2026.
Stewardship Concepts Financial Services bought 54,777 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $1.41M.
Capital Group Short Duration Income ETF made up 1.22% of Stewardship Concepts Financial Services's portfolio in Q2 2026, its #22 holding.
Stewardship Concepts Financial Services first reported a position in Capital Group Short Duration Income ETF in Q1 2026 and has held it in 2 quarters since.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Stewardship Concepts Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.