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
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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Commonwealth Equity Services
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CGPCS
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Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
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

Cerity Partners's CGSD Position: Q1 2026 in Review

Cerity Partners increased its Capital Group Short Duration Income ETF (CGSD) stake by 529% in Q1 2026, buying an estimated $4.07M and bringing the position to 186,127 shares worth $4.8M. The position accounts for 0.01% of the portfolio, ranked #1033.

Cerity Partners first reported a position in CGSD in Q4 2025 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

  • Cerity Partners held 186,127 shares of Capital Group Short Duration Income ETF worth $4.8M as of Q1 2026.
  • Cerity Partners bought 156,531 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $4.07M.
  • Capital Group Short Duration Income ETF made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #1033 holding.
  • Cerity Partners first reported a position in Capital Group Short Duration Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.