WWP
CGSD icon

WR Wealth Planners’s Capital Group Short Duration Income ETF CGSD Stock Holding History

WR Wealth Planners’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
2024
Q4 		$93.9K Sell
3,663
-1,856
-34% -$47.7K 0.03% 239
2024
Q3 		$143K Buy
5,519
+148
+3% +$3.81K 0.04% 228
2024
Q2 		$136K Sell
5,371
-175
-3% -$4.44K 0.04% 217
2024
Q1 		$141K Buy
+5,546
New +$141K 0.04% 216

Other funds holding CGSD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

WR Wealth Planners's CGSD Position: Q4 2024 in Review

WR Wealth Planners reduced its Capital Group Short Duration Income ETF (CGSD) stake by 34% in Q4 2024, selling an estimated $47.7K and leaving 3,663 shares worth $93.9K. The position accounts for 0.03% of the portfolio, ranked #239.

WR Wealth Planners first reported a position in CGSD in Q1 2024 and has held it in 4 quarters since. The position peaked at $143K in Q3 2024. 120 funds tracked by Wall St. Rank hold CGSD as of Q4 2024.

  • WR Wealth Planners held 3,663 shares of Capital Group Short Duration Income ETF worth $93.9K as of Q4 2024.
  • WR Wealth Planners sold 1,856 Capital Group Short Duration Income ETF shares in Q4 2024, an estimated $47.7K.
  • Capital Group Short Duration Income ETF made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #239 holding.
  • WR Wealth Planners first reported a position in Capital Group Short Duration Income ETF in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Capital Group Short Duration Income ETF position peaked at $143K in Q3 2024.
  • 120 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.