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

World Investment 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
2026 Q2	$3.76M	Buy	145,973 +450	+0.3%	+$11.6K	0.06%	319
2026 Q1	$3.75M	Buy	145,523 +51,160	+54%	+$1.33M	0.06%	326
2025 Q4	$2.45M	Buy	94,363 +29,812	+46%	+$776K	0.04%	417
2025 Q3	$1.68M	Buy	64,551 +43,360	+205%	+$1.13M	0.03%	446
2025 Q2	$550K	Buy	21,191 +13,227	+166%	+$342K	0.01%	703
2025 Q1	$206K	Buy	+7,964	New	+$205K	0.01%	1003

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

World Investment Advisors's CGSD Position: Q2 2026 in Review

World Investment Advisors increased its Capital Group Short Duration Income ETF (CGSD) stake by 0.31% in Q2 2026, buying an estimated $11.6K and bringing the position to 145,973 shares worth $3.76M. The position accounts for 0.06% of the portfolio, ranked #319.

World Investment Advisors first reported a position in CGSD in Q1 2025 and has held it in 6 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

World Investment Advisors held 145,973 shares of Capital Group Short Duration Income ETF worth $3.76M as of Q2 2026.
World Investment Advisors bought 450 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $11.6K.
Capital Group Short Duration Income ETF made up 0.06% of World Investment Advisors's portfolio in Q2 2026, its #319 holding.
World Investment Advisors first reported a position in Capital Group Short Duration Income ETF in Q1 2025 and has held it in 6 quarters since.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.