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 Q2	$1.36M	Sell	52,860 -1,466	-3%	-$37.9K	0.04%	391
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	0.06%	297
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 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

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

Western Wealth Management reduced its Capital Group Short Duration Income ETF (CGSD) stake by 2.7% in Q2 2026, selling an estimated $37.9K and leaving 52,860 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #391.

Western Wealth Management first reported a position in CGSD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.4M in Q1 2026. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Western Wealth Management held 52,860 shares of Capital Group Short Duration Income ETF worth $1.36M as of Q2 2026.
Western Wealth Management sold 1,466 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $37.9K.
Capital Group Short Duration Income ETF made up 0.04% of Western Wealth Management's portfolio in Q2 2026, its #391 holding.
Western Wealth Management first reported a position in Capital Group Short Duration Income ETF in Q4 2023 and has held it in 11 quarters since.
Western Wealth Management's Capital Group Short Duration Income ETF position peaked at $1.4M in Q1 2026.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.