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 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 $1.89T 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

Tortuga Wealth Management's CGSD Position: Q2 2026 in Review

Tortuga Wealth Management reduced its Capital Group Short Duration Income ETF (CGSD) stake by 1.2% in Q2 2026, selling an estimated $7.75K and leaving 25,693 shares worth $661K. The position accounts for 0.5% of the portfolio, ranked #54.

Tortuga Wealth Management first reported a position in CGSD in Q4 2025 and has held it in 3 quarters since. The position peaked at $670K in Q1 2026. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Tortuga Wealth Management held 25,693 shares of Capital Group Short Duration Income ETF worth $661K as of Q2 2026.
Tortuga Wealth Management sold 300 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $7.75K.
Capital Group Short Duration Income ETF made up 0.5% of Tortuga Wealth Management's portfolio in Q2 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 3 quarters since.
Tortuga Wealth Management's Capital Group Short Duration Income ETF position peaked at $670K in Q1 2026.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Tortuga Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.