WWM
CGSD icon

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

Western 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 		$1.4M Buy
54,326
+3,975
+8% +$103K 0.05% 348
2025
Q4 		$1.31M Buy
50,351
+6,812
+16% +$177K 0.06% 292
2025
Q3 		$1.13M Sell
43,539
-809
-2% -$21K 0.06% 281
2025
Q2 		$1.15M Buy
44,348
+724
+2% +$18.7K 0.07% 247
2025
Q1 		$1.13M Buy
43,624
+1,825
+4% +$47K 0.07% 233
2024
Q4 		$1.07M Buy
41,799
+5,152
+14% +$133K 0.07% 235
2024
Q3 		$950K Buy
36,647
+8,074
+28% +$208K 0.05% 327
2024
Q2 		$726K Buy
28,573
+5,884
+26% +$149K 0.05% 285
2024
Q1 		$576K Buy
22,689
+11,928
+111% +$304K 0.04% 335
2023
Q4 		$274K Buy
+10,761
New +$271K 0.02% 575

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

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

Western Wealth Management increased its Capital Group Short Duration Income ETF (CGSD) stake by 7.9% in Q1 2026, buying an estimated $103K and bringing the position to 54,326 shares worth $1.4M. The position accounts for 0.05% of the portfolio, ranked #348.

Western Wealth Management first reported a position in CGSD in Q4 2023 and has held it in 10 quarters since. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

  • Western Wealth Management held 54,326 shares of Capital Group Short Duration Income ETF worth $1.4M as of Q1 2026.
  • Western Wealth Management bought 3,975 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $103K.
  • Capital Group Short Duration Income ETF made up 0.05% of Western Wealth Management's portfolio in Q1 2026, its #348 holding.
  • Western Wealth Management first reported a position in Capital Group Short Duration Income ETF in Q4 2023 and has held it in 10 quarters since.
  • 187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.