Capital International Investors’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Capital International Investors’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	$1.94M	Buy	75,208 +1,793	+2%	+$46.3K	﹤0.01%	428
2026 Q1	$1.89M	Buy	73,415 +2,375	+3%	+$61.8K	﹤0.01%	421
2025 Q4	$1.85M	Sell	71,040 -29,970	-30%	-$780K	﹤0.01%	428
2025 Q3	$2.62M	Buy	101,010 +10,008	+11%	+$260K	﹤0.01%	412
2025 Q2	$2.36M	Sell	91,002 -993	-1%	-$25.7K	﹤0.01%	411
2025 Q1	$2.37M	Buy	91,995 +11,004	+14%	+$283K	﹤0.01%	416
2024 Q4	$2.08M	Sell	80,991 -39,994	-33%	-$1.03M	﹤0.01%	429
2024 Q3	$3.13M	Buy	120,985 +16	+0%	+$412	﹤0.01%	410
2024 Q2	$3.07M	Buy	120,969 +10,969	+10%	+$278K	﹤0.01%	416
2024 Q1	$2.79M	Sell	110,000 -10,000	-8%	-$255K	﹤0.01%	414
2023 Q4	$3.05M	Hold	120,000	–	–	﹤0.01%	421
2023 Q3	$3M	Sell	120,000 -305,000	-72%	-$7.68M	﹤0.01%	420
2023 Q2	$10.7M	Sell	425,000 -450,000	-51%	-$11.5M	﹤0.01%	401
2023 Q1	$22.3M	Sell	875,000 -175,000	-17%	-$4.46M	0.01%	384
2022 Q4	$26.6M	Buy	+1,050,000	New	+$26.5M	0.01%	357

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

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

BEI

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

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Capital International Investors's CGSD Position: Q2 2026 in Review

Capital International Investors increased its Capital Group Short Duration Income ETF (CGSD) stake by 2.4% in Q2 2026, buying an estimated $46.3K and bringing the position to 75,208 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Capital International Investors first reported a position in CGSD in Q4 2022 and has held it in 15 quarters since. The position peaked at $26.6M in Q4 2022. 158 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Capital International Investors held 75,208 shares of Capital Group Short Duration Income ETF worth $1.94M as of Q2 2026.
Capital International Investors bought 1,793 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $46.3K.
Capital Group Short Duration Income ETF made up ﹤0.01% of Capital International Investors's portfolio in Q2 2026, its #428 holding.
Capital International Investors first reported a position in Capital Group Short Duration Income ETF in Q4 2022 and has held it in 15 quarters since.
Capital International Investors's Capital Group Short Duration Income ETF position peaked at $26.6M in Q4 2022.
158 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Capital International Investors's 13F filing for Q2 2026, filed 12 Aug 2026.