IAM Advisory, LLC CGSD Holdings History
IAM Advisory, LLC's Capital Group Short Duration Income ETF Holding Summary
As of 2025-06-30, IAM Advisory, LLC held 523,928.00 shares of Capital Group Short Duration Income ETF(CGSD), totaling $13.59 Mil. This investment constitutes 3.26% of their stock portfolio, and IAM Advisory, LLC now holds 1.03% of the outstanding Capital Group Short Duration Income ETF(CGSD) stock.
The initial trade took place in 2025Q2. And since then IAM Advisory, LLC has made 1 purchases of CGSD, at an average price of $25.83, for a total of 523,928.00 shares. Based on historical transaction data and CGSD's current price of $25.96, IAM Advisory, LLC's estimated gain on his CGSD holdings is $68,110.64, reflecting a 0.50% gain to date.
IAM Advisory, LLC CGSD ($25.96) Holding Chart
IAM Advisory, LLC CGSD ($25.96) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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