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

Synergy Investment 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
Q1 		$74.8K Buy
+2,900
New +$75.4K 0.02% 233
2025
Q2 		– Sell
-2,900
Closed -$74.8K – 154
2025
Q1 		$74.8K Buy
+2,900
New +$74.7K 0.03% 188

Other funds holding CGSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Synergy Investment Management's CGSD Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Capital Group Short Duration Income ETF (CGSD) in Q1 2026: 2,900 shares worth $74.8K. The stake represents 0.02% of the portfolio and ranks #233 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in CGSD as recently as Q1 2025.

Synergy Investment Management first reported a position in CGSD in Q1 2025 and has held it in 2 quarters since. The position peaked at $74.8K in Q1 2025. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

  • Synergy Investment Management held 2,900 shares of Capital Group Short Duration Income ETF worth $74.8K as of Q1 2026.
  • Capital Group Short Duration Income ETF was a new Synergy Investment Management position in Q1 2026.
  • Capital Group Short Duration Income ETF made up 0.02% of Synergy Investment Management's portfolio in Q1 2026, its #233 holding.
  • Synergy Investment Management first reported a position in Capital Group Short Duration Income ETF in Q1 2025 and has held it in 2 quarters since.
  • Synergy Investment Management's Capital Group Short Duration Income ETF position peaked at $74.8K in Q1 2025.
  • 187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.