Cambridge Investment Research Advisors’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Cambridge Investment Research Advisors’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	$11.8M	Sell	459,061 -12,679	-3%	-$330K	0.03%	554
2025 Q4	$12.3M	Buy	471,740 +87,054	+23%	+$2.27M	0.03%	513
2025 Q3	$9.99M	Buy	384,686 +143,446	+59%	+$3.73M	0.03%	564
2025 Q2	$6.26M	Buy	241,240 +42,192	+21%	+$1.09M	0.02%	731
2025 Q1	$5.14M	Buy	199,048 +55,204	+38%	+$1.42M	0.02%	790
2024 Q4	$3.69M	Buy	143,844 +21,866	+18%	+$562K	0.01%	970
2024 Q3	$3.16M	Sell	121,978 -31,011	-20%	-$798K	0.01%	1054
2024 Q2	$3.89M	Buy	152,989 +12,046	+9%	+$306K	0.01%	897
2024 Q1	$3.58M	Buy	140,943 +13,859	+11%	+$353K	0.01%	936
2023 Q4	$3.23M	Buy	127,084 +42,671	+51%	+$1.08M	0.01%	925
2023 Q3	$2.11M	Buy	84,413 +14,564	+21%	+$367K	0.01%	1103
2023 Q2	$1.75M	Buy	69,849 +42,729	+158%	+$1.09M	0.01%	1247
2023 Q1	$692K	Buy	+27,120	New	+$691K	﹤0.01%	1843

Other funds holding CGSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Cambridge Investment Research Advisors's CGSD Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Capital Group Short Duration Income ETF (CGSD) stake by 2.7% in Q1 2026, selling an estimated $330K and leaving 459,061 shares worth $11.8M. The position accounts for 0.03% of the portfolio, ranked #554.

Cambridge Investment Research Advisors first reported a position in CGSD in Q1 2023 and has held it in 13 quarters since. The position peaked at $12.3M in Q4 2025. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

Cambridge Investment Research Advisors held 459,061 shares of Capital Group Short Duration Income ETF worth $11.8M as of Q1 2026.
Cambridge Investment Research Advisors sold 12,679 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $330K.
Capital Group Short Duration Income ETF made up 0.03% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #554 holding.
Cambridge Investment Research Advisors first reported a position in Capital Group Short Duration Income ETF in Q1 2023 and has held it in 13 quarters since.
Cambridge Investment Research Advisors's Capital Group Short Duration Income ETF position peaked at $12.3M in Q4 2025.
187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.