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 Q2	$35.3M	Buy	1,373,223 +169,879	+14%	+$4.39M	0.05%	253
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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baird Financial Group's CGSD Position: Q2 2026 in Review

Baird Financial Group increased its Capital Group Short Duration Income ETF (CGSD) stake by 14% in Q2 2026, buying an estimated $4.39M and bringing the position to 1,373,223 shares worth $35.3M. The position accounts for 0.05% of the portfolio, ranked #253.

Baird Financial Group first reported a position in CGSD in Q3 2024 and has held it in 8 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Baird Financial Group held 1,373,223 shares of Capital Group Short Duration Income ETF worth $35.3M as of Q2 2026.
Baird Financial Group bought 169,879 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $4.39M.
Capital Group Short Duration Income ETF made up 0.05% of Baird Financial Group's portfolio in Q2 2026, its #253 holding.
Baird Financial Group first reported a position in Capital Group Short Duration Income ETF in Q3 2024 and has held it in 8 quarters since.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.