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TrueWealth Advisors’s Capital Group Short Duration Income ETF CGSD Stock Holding History

TrueWealth Advisors’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
2025
Q1 		– Sell
-11,437
Closed -$293K – 211
2024
Q4 		$293K Sell
11,437
-5,951
-34% -$153K 0.1% 172
2024
Q3 		$451K Buy
17,388
+6,117
+54% +$157K 0.15% 119
2024
Q2 		$286K Buy
+11,271
New +$286K 0.11% 167

Other funds holding CGSD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TrueWealth Advisors's CGSD Position: Q1 2025 in Review

TrueWealth Advisors sold out of Capital Group Short Duration Income ETF (CGSD) in Q1 2025, closing a stake of 11,437 shares — an estimated $293K sold.

TrueWealth Advisors first reported a position in CGSD in Q2 2024 and held it in 3 quarters. The position peaked at $451K in Q3 2024. 134 funds tracked by Wall St. Rank hold CGSD as of Q1 2025.

  • TrueWealth Advisors reported no remaining Capital Group Short Duration Income ETF position as of Q1 2025 after selling out during the quarter.
  • TrueWealth Advisors sold 11,437 Capital Group Short Duration Income ETF shares in Q1 2025, an estimated $293K.
  • TrueWealth Advisors first reported a position in Capital Group Short Duration Income ETF in Q2 2024 and held it in 3 quarters.
  • TrueWealth Advisors's Capital Group Short Duration Income ETF position peaked at $451K in Q3 2024.
  • 134 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2025.

Based on TrueWealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.