CGSD — CAPITAL GROUP FIXED INCOME ETF TR SHORT DURATION INCOME ETF

Ownership history in ORG Partners LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which ORG Partners LLC reported a position in CAPITAL GROUP FIXED INCOME ETF TR SHORT DURATION INCOME ETF (CGSD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 581 — 0% 0.00% $15K $25.51
2025 Q2 INITIATED 581 — — 0.00% $15K $25.17
% of Fund (quarterly)    CGSD price (monthly, adj. close)

Other funds also holding CGSD

As of 2025 Q4 — sorted by position size

RFP Financial Group LLC 3Y 9.93% Cauble & Harre Wealth Management, Inc. 7.54% Bridgewealth Advisory Group, LLC 3Y 5.54% IAM Advisory, LLC 3Y 3.22% LANDAAS & CO /WI /ADV 3Y 7Y 3.1% New England Capital Financial Advisors LLC 3Y 2.63% Lodestone Wealth Management LLC 3Y 2.49% Saxony Capital Management, LLC 2.17% McIlrath & Eck, LLC 3Y 7Y 2.12% BlackDiamond Wealth Management, LLC 3Y 1.38%
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