AG
CGSD icon

AmeriFlex Group’s Capital Group Short Duration Income ETF CGSD Stock Holding History

AmeriFlex Group’s Portfolio CGSD Stock Details CGSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$82K Sell
3,180
-820
-21% -$21.3K 0.04% 323
2025
Q4 		$104K Buy
+4,000
New +$104K 0.05% 269
2025
Q2 		– Sell
-910
Closed -$23.5K – 1096
2025
Q1 		$23.5K Buy
910
+541
+147% +$13.9K 0.01% 654
2024
Q4 		$9.48K Buy
+369
New +$9.49K ﹤0.01% 786

Other funds holding CGSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

AmeriFlex Group's CGSD Position: Q1 2026 in Review

AmeriFlex Group reduced its Capital Group Short Duration Income ETF (CGSD) stake by 21% in Q1 2026, selling an estimated $21.3K and leaving 3,180 shares worth $82K. The position accounts for 0.04% of the portfolio, ranked #323.

AmeriFlex Group first reported a position in CGSD in Q4 2024 and has held it in 4 quarters since. The position peaked at $104K in Q4 2025. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

  • AmeriFlex Group held 3,180 shares of Capital Group Short Duration Income ETF worth $82K as of Q1 2026.
  • AmeriFlex Group sold 820 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $21.3K.
  • Capital Group Short Duration Income ETF made up 0.04% of AmeriFlex Group's portfolio in Q1 2026, its #323 holding.
  • AmeriFlex Group first reported a position in Capital Group Short Duration Income ETF in Q4 2024 and has held it in 4 quarters since.
  • AmeriFlex Group's Capital Group Short Duration Income ETF position peaked at $104K in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.