Stonebridge Financial Group (Pennsylvania)’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$1.31M	Buy	51,026 +39,556	+345%	+$1.02M	0.1%	118
2026 Q1	$296K	Sell	11,470 -662	-5%	-$17.2K	0.02%	213
2025 Q4	$316K	Sell	12,132 -819	-6%	-$21.3K	0.03%	201
2025 Q3	$336K	Sell	12,951 -27,251	-68%	-$708K	0.03%	193
2025 Q2	$1.04M	Buy	40,202 +15,380	+62%	+$397K	0.1%	114
2025 Q1	$641K	Buy	24,822 +746	+3%	+$19.2K	0.07%	131
2024 Q4	$617K	Buy	+24,076	New	+$619K	0.07%	136

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

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s CGSD Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its Capital Group Short Duration Income ETF (CGSD) stake by 345% in Q2 2026, buying an estimated $1.02M and bringing the position to 51,026 shares worth $1.31M. The position accounts for 0.1% of the portfolio, ranked #118.

Stonebridge Financial Group (Pennsylvania) first reported a position in CGSD in Q4 2024 and has held it in 7 quarters since. 158 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 51,026 shares of Capital Group Short Duration Income ETF worth $1.31M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 39,556 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $1.02M.
Capital Group Short Duration Income ETF made up 0.1% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #118 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in Capital Group Short Duration Income ETF in Q4 2024 and has held it in 7 quarters since.
158 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.