BOLTON SECURITIES CORPORATION’s Capital Group Short Duration Income ETF CGSD Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q3	$242K	Sell	9,584 -1,000	-9%	-$25.6K	0.01%	830
2026 Q2	$272K	Buy	10,584 +400	+4%	+$10.3K	0.01%	796
2026 Q1	$263K	Buy	+10,184	New	+$265K	0.01%	728
2025 Q3	$317K	Buy	+12,184	New	+$317K	0.02%	626
2025 Q1	$242K	Buy	+9,384	New	+$242K	0.01%	649

Other funds holding CGSD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CGSD Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Capital Group Short Duration Income ETF (CGSD) stake by 9.4% in Q3 2026, selling an estimated $25.6K and leaving 9,584 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #830.

BOLTON SECURITIES CORPORATION first reported a position in CGSD in Q1 2025 and has held it in 5 quarters since. The position peaked at $317K in Q3 2025. 137 funds tracked by Wall St. Rank hold CGSD as of Q3 2026.

BOLTON SECURITIES CORPORATION held 9,584 shares of Capital Group Short Duration Income ETF worth $242K as of Q3 2026.
BOLTON SECURITIES CORPORATION sold 1,000 Capital Group Short Duration Income ETF shares in Q3 2026, an estimated $25.6K.
Capital Group Short Duration Income ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #830 holding.
BOLTON SECURITIES CORPORATION first reported a position in Capital Group Short Duration Income ETF in Q1 2025 and has held it in 5 quarters since.
BOLTON SECURITIES CORPORATION's Capital Group Short Duration Income ETF position peaked at $317K in Q3 2025.
137 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.