TCFG WEALTH MANAGEMENT, LLC
Position in CGSD — Capital Group Short Duration Income ETF
CIK 1548059
LAGUNA NIGUEL, CA
All Filings in CGSD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CGSD | $761,269 | 29,518 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 CGSD | $792,108 | 30,454 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 CGSD | $826,735 | 31,822 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 CGSD | $958,998 | 36,977 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 CGSD | $783,256 | 30,347 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 CGSD | $777,430 | 30,321 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 CGSD | $783,984 | 30,258 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||