Capital Group Private Client Services’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Capital Group Private Client Services’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	$60.4M	Sell	2,346,864 -42,213	-2%	-$1.09M	0.85%	18
2026 Q1	$61.6M	Buy	2,389,077 +42,169	+2%	+$1.1M	1.04%	17
2025 Q4	$61M	Buy	2,346,908 +15,569	+0.7%	+$405K	0.97%	20
2025 Q3	$60.6M	Buy	2,331,339 +86,412	+4%	+$2.25M	1.01%	20
2025 Q2	$58.2M	Buy	2,244,927 +73,385	+3%	+$1.9M	0.5%	47
2025 Q1	$56M	Buy	2,171,542 +23,402	+1%	+$603K	0.55%	52
2024 Q4	$55.1M	Sell	2,148,140 -26,905	-1%	-$692K	0.51%	55
2024 Q3	$56.4M	Buy	2,175,045 +22,080	+1%	+$568K	0.54%	52
2024 Q2	$54.7M	Buy	2,152,965 +1,797,927	+506%	+$45.6M	0.55%	53
2024 Q1	$9.02M	Buy	355,038 +182,316	+106%	+$4.64M	0.09%	149
2023 Q4	$4.4M	Buy	172,722 +132,459	+329%	+$3.34M	0.05%	165
2023 Q3	$1.01M	Buy	40,263 +18,118	+82%	+$456K	0.01%	207
2023 Q2	$556K	Buy	22,145 +184	+0.8%	+$4.68K	0.01%	211
2023 Q1	$560K	Buy	21,961 +9,798	+81%	+$250K	0.01%	210
2022 Q4	$308K	Buy	+12,163	New	+$308K	﹤0.01%	224

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

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Capital Group Private Client Services's CGSD Position: Q2 2026 in Review

Capital Group Private Client Services reduced its Capital Group Short Duration Income ETF (CGSD) stake by 1.8% in Q2 2026, selling an estimated $1.09M and leaving 2,346,864 shares worth $60.4M. The position accounts for 0.85% of the portfolio, ranked #18.

Capital Group Private Client Services first reported a position in CGSD in Q4 2022 and has held it in 15 quarters since. The position peaked at $61.6M in Q1 2026. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Capital Group Private Client Services held 2,346,864 shares of Capital Group Short Duration Income ETF worth $60.4M as of Q2 2026.
Capital Group Private Client Services sold 42,213 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $1.09M.
Capital Group Short Duration Income ETF made up 0.85% of Capital Group Private Client Services's portfolio in Q2 2026, its #18 holding.
Capital Group Private Client Services first reported a position in Capital Group Short Duration Income ETF in Q4 2022 and has held it in 15 quarters since.
Capital Group Private Client Services's Capital Group Short Duration Income ETF position peaked at $61.6M in Q1 2026.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.