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Wealthcare Advisory Partners’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Wealthcare Advisory Partners’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 		$245K Sell
9,513
-7,907
-45% -$204K ﹤0.01% 957
2026
Q1 		$449K Buy
17,420
+2,574
+17% +$66.9K 0.01% 735
2025
Q4 		$386K Buy
+14,846
New +$386K 0.01% 776

Other funds holding CGSD

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
TF
Thayer Financial Hickory, North Carolina $110M AUM
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
RMP
Richards, Merrill & Peterson Spokane, Washington $315M AUM 30.62% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return

Wealthcare Advisory Partners's CGSD Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Capital Group Short Duration Income ETF (CGSD) stake by 45% in Q2 2026, selling an estimated $204K and leaving 9,513 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Wealthcare Advisory Partners first reported a position in CGSD in Q4 2025 and has held it in 3 quarters since. The position peaked at $449K in Q1 2026. 34 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • Wealthcare Advisory Partners held 9,513 shares of Capital Group Short Duration Income ETF worth $245K as of Q2 2026.
  • Wealthcare Advisory Partners sold 7,907 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $204K.
  • Capital Group Short Duration Income ETF made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #957 holding.
  • Wealthcare Advisory Partners first reported a position in Capital Group Short Duration Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealthcare Advisory Partners's Capital Group Short Duration Income ETF position peaked at $449K in Q1 2026.
  • 34 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.