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TCFG Wealth Management’s Capital Group Short Duration Income ETF CGSD Stock Holding History

TCFG Wealth 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 		$761K Sell
29,518
-936
-3% -$24.3K 0.28% 86
2025
Q4 		$792K Sell
30,454
-1,368
-4% -$35.6K 0.31% 83
2025
Q3 		$827K Sell
31,822
-5,155
-14% -$134K 0.32% 79
2025
Q2 		$959K Buy
36,977
+6,630
+22% +$171K 0.43% 62
2025
Q1 		$783K Buy
30,347
+26
+0.1% +$670 0.39% 70
2024
Q4 		$777K Buy
30,321
+63
+0.2% +$1.62K 0.39% 73
2024
Q3 		$784K Buy
+30,258
New +$779K 0.39% 72

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

TCFG Wealth Management's CGSD Position: Q1 2026 in Review

TCFG Wealth Management reduced its Capital Group Short Duration Income ETF (CGSD) stake by 3.1% in Q1 2026, selling an estimated $24.3K and leaving 29,518 shares worth $761K. The position accounts for 0.28% of the portfolio, ranked #86.

TCFG Wealth Management first reported a position in CGSD in Q3 2024 and has held it in 7 quarters since. The position peaked at $959K in Q2 2025. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

  • TCFG Wealth Management held 29,518 shares of Capital Group Short Duration Income ETF worth $761K as of Q1 2026.
  • TCFG Wealth Management sold 936 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $24.3K.
  • Capital Group Short Duration Income ETF made up 0.28% of TCFG Wealth Management's portfolio in Q1 2026, its #86 holding.
  • TCFG Wealth Management first reported a position in Capital Group Short Duration Income ETF in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's Capital Group Short Duration Income ETF position peaked at $959K in Q2 2025.
  • 187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.