BWG
CGSD icon

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

Beta Wealth 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
2025
Q3 		– Sell
-493,239
Closed -$12.8M – 117
2025
Q2 		$12.8M Sell
493,239
-5,317
-1% -$137K 4.69% 4
2025
Q1 		$12.9M Buy
498,556
+197,170
+65% +$5.08M 4.62% 3
2024
Q4 		$7.73M Buy
301,386
+13,271
+5% +$341K 3.42% 8
2024
Q3 		$7.47M Buy
+288,115
New +$7.42M 3.37% 7

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
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beta Wealth Group's CGSD Position: Q3 2025 in Review

Beta Wealth Group sold out of Capital Group Short Duration Income ETF (CGSD) in Q3 2025, closing a stake of 493,239 shares — an estimated $12.8M sold.

Beta Wealth Group first reported a position in CGSD in Q3 2024 and held it in 4 quarters. The position peaked at $12.9M in Q1 2025. 147 funds tracked by Wall St. Rank hold CGSD as of Q3 2025.

  • Beta Wealth Group reported no remaining Capital Group Short Duration Income ETF position as of Q3 2025 after selling out during the quarter.
  • Beta Wealth Group sold 493,239 Capital Group Short Duration Income ETF shares in Q3 2025, an estimated $12.8M.
  • Beta Wealth Group first reported a position in Capital Group Short Duration Income ETF in Q3 2024 and held it in 4 quarters.
  • Beta Wealth Group's Capital Group Short Duration Income ETF position peaked at $12.9M in Q1 2025.
  • 147 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2025.

Based on Beta Wealth Group's 13F filing for Q3 2025, filed 7 Nov 2025.