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

Tortuga 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 Q3	$649K	Hold	25,693	–	–	0.46%	54
2026 Q2	$661K	Sell	25,693 -300	-1%	-$7.75K	0.5%	54
2026 Q1	$670K	Buy	25,993 +5,699	+28%	+$148K	0.63%	39
2025 Q4	$528K	Buy	+20,294	New	+$528K	0.56%	41

Other funds holding CGSD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Tortuga Wealth Management's CGSD Position: Q3 2026 in Review

Tortuga Wealth Management held its Capital Group Short Duration Income ETF (CGSD) position steady in Q3 2026 at 25,693 shares worth $649K. The position accounts for 0.46% of the portfolio, ranked #54.

Tortuga Wealth Management first reported a position in CGSD in Q4 2025 and has held it in 4 quarters since. The position peaked at $670K in Q1 2026. 170 funds tracked by Wall St. Rank hold CGSD as of Q3 2026.

Tortuga Wealth Management held 25,693 shares of Capital Group Short Duration Income ETF worth $649K as of Q3 2026.
Tortuga Wealth Management left its Capital Group Short Duration Income ETF share count unchanged in Q3 2026.
Capital Group Short Duration Income ETF made up 0.46% of Tortuga Wealth Management's portfolio in Q3 2026, its #54 holding.
Tortuga Wealth Management first reported a position in Capital Group Short Duration Income ETF in Q4 2025 and has held it in 4 quarters since.
Tortuga Wealth Management's Capital Group Short Duration Income ETF position peaked at $670K in Q1 2026.
170 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2026.

Based on Tortuga Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.