Lodestone Wealth Management LLC
Position in CGSD — Capital Group Short Duration Income ETF
CIK 1950158
SPOKANE, WA
All Filings in CGSD
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CGSD | $6,635,122 | 257,275 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 CGSD | $6,116,927 | 235,176 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 CGSD | $4,807,079 | 185,030 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 CGSD | $4,374,041 | 168,654 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 CGSD | $4,466,678 | 173,060 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 CGSD | $4,405,336 | 171,815 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 CGSD | $4,356,533 | 168,141 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 CGSD | $2,496,837 | 98,262 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 CGSD | $2,430,326 | 95,701 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 CGSD | $2,429,864 | 95,476 | Shares | Sole | 2024-01-25 | |
| 2023-06-30 CGSD | $1,194,872 | 47,595 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 CGSD | $374,513 | 14,677 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||