Wood Tarver Financial Group’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Wood Tarver Financial Group’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	$38.8M	Buy	1,506,166 +129,922	+9%	+$3.38M	10.73%	2
2025 Q4	$35.8M	Buy	1,376,244 +1,170,734	+570%	+$30.5M	10.05%	2
2025 Q3	$5.34M	Buy	205,510 +35,400	+21%	+$920K	1.58%	15
2025 Q2	$4.41M	Buy	170,110 +62,991	+59%	+$1.63M	1.33%	15
2025 Q1	$2.76M	Buy	107,119 +37,416	+54%	+$964K	0.9%	19
2024 Q4	$1.79M	Buy	+69,703	New	+$1.79M	0.6%	25

Other funds holding CGSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Wood Tarver Financial Group's CGSD Position: Q1 2026 in Review

Wood Tarver Financial Group increased its Capital Group Short Duration Income ETF (CGSD) stake by 9.4% in Q1 2026, buying an estimated $3.38M and bringing the position to 1,506,166 shares worth $38.8M. The position accounts for 10.73% of the portfolio, ranked #2.

Wood Tarver Financial Group first reported a position in CGSD in Q4 2024 and has held it in 6 quarters since. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

Wood Tarver Financial Group held 1,506,166 shares of Capital Group Short Duration Income ETF worth $38.8M as of Q1 2026.
Wood Tarver Financial Group bought 129,922 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $3.38M.
Capital Group Short Duration Income ETF made up 10.73% of Wood Tarver Financial Group's portfolio in Q1 2026, its #2 holding.
Wood Tarver Financial Group first reported a position in Capital Group Short Duration Income ETF in Q4 2024 and has held it in 6 quarters since.
187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.