Baird Financial Group
CGSD icon

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

Baird Financial 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 		$31M Buy
1,203,344
+814,492
+209% +$21.2M 0.05% 258
2025
Q4 		$10.1M Buy
388,852
+351,742
+948% +$9.16M 0.02% 541
2025
Q3 		$964K Hold
37,110
– – ﹤0.01% 1261
2025
Q2 		$962K Hold
37,110
– – ﹤0.01% 1222
2025
Q1 		$958K Hold
37,110
– – ﹤0.01% 1194
2024
Q4 		$952K Sell
37,110
-1,000
-3% -$25.7K ﹤0.01% 1195
2024
Q3 		$987K Buy
+38,110
New +$981K ﹤0.01% 1174

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

Baird Financial Group's CGSD Position: Q1 2026 in Review

Baird Financial Group increased its Capital Group Short Duration Income ETF (CGSD) stake by 209% in Q1 2026, buying an estimated $21.2M and bringing the position to 1,203,344 shares worth $31M. The position accounts for 0.05% of the portfolio, ranked #258.

Baird Financial Group first reported a position in CGSD in Q3 2024 and has held it in 7 quarters since. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

  • Baird Financial Group held 1,203,344 shares of Capital Group Short Duration Income ETF worth $31M as of Q1 2026.
  • Baird Financial Group bought 814,492 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $21.2M.
  • Capital Group Short Duration Income ETF made up 0.05% of Baird Financial Group's portfolio in Q1 2026, its #258 holding.
  • Baird Financial Group first reported a position in Capital Group Short Duration Income ETF in Q3 2024 and has held it in 7 quarters since.
  • 187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.