Back to MF Merit Financial Group, LLC

CGSDCGSD
5 quarters

Position history for MFMerit Financial Group, LLC's holdings in CAPITAL GRP FIXED INCM ETF T

Yes. Merit Financial Group holds 2,005,706 shares of CGSD (Capital Group Fixed Income ETF), worth $51.6M, as of its Q2 2026 13F filing. It increased the position by 23,345 shares (+1.2%) from Q1 2026. Merit Financial Group has held CGSD since Q2 2025, across 5 quarterly 13F filings. CGSD is 0.3% of Merit Financial Group's reported 13F portfolio.

Current Value

$51.6M

Current Shares

2M

Total Value Change

+$51.1M

Total Shares Change

+2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2M
+1.2%
$51.6M0.3%$25.62
35
2026-Q1
Increased
2M
+3.7%
$51.1M0.4%$25.40
36
2025-Q4
Increased
1.9M
+4.8%
$49.7M0.4%$25.37
37
2025-Q3
Increased
1.8M
+8823.7%
$47.4M0.4%$25.04
56
2025-Q2
New
20,427
-
$529,7780.0%$24.70
34

Other major holders of CGSD: MORGAN STANLEY, LPL Financial LLC

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