Cerity Partners
CGSD icon

Cerity Partners’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Cerity Partners’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 		$4.78M Sell
185,674
-453
-0.2% -$11.7K 0.01% 1124
2026
Q1 		$4.8M Buy
186,127
+156,531
+529% +$4.07M 0.01% 1033
2025
Q4 		$770K Buy
+29,596
New +$770K ﹤0.01% 1840

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LPL Financial
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners's CGSD Position: Q2 2026 in Review

Cerity Partners reduced its Capital Group Short Duration Income ETF (CGSD) stake by 0.24% in Q2 2026, selling an estimated $11.7K and leaving 185,674 shares worth $4.78M. The position accounts for 0.01% of the portfolio, ranked #1124.

Cerity Partners first reported a position in CGSD in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.8M in Q1 2026. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • Cerity Partners held 185,674 shares of Capital Group Short Duration Income ETF worth $4.78M as of Q2 2026.
  • Cerity Partners sold 453 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $11.7K.
  • Capital Group Short Duration Income ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1124 holding.
  • Cerity Partners first reported a position in Capital Group Short Duration Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Cerity Partners's Capital Group Short Duration Income ETF position peaked at $4.8M in Q1 2026.
  • 188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.