Citadel Advisors’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Citadel 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	$3.53M	Buy	+136,707	New	+$3.56M	﹤0.01%	4942
2025 Q4	–	Sell	-228,077	Closed	-$5.93M	–	12780
2025 Q3	$5.93M	Buy	228,077 +20,488	+10%	+$532K	﹤0.01%	4043
2025 Q2	$5.38M	Buy	207,589 +48,456	+30%	+$1.25M	﹤0.01%	3976
2025 Q1	$4.11M	Buy	159,133 +73,533	+86%	+$1.89M	﹤0.01%	4218
2024 Q4	$2.19M	Buy	+85,600	New	+$2.2M	﹤0.01%	5435
2023 Q4	–	Sell	-9,657	Closed	-$242K	–	14338
2023 Q3	$242K	Buy	+9,657	New	+$243K	﹤0.01%	9559
2023 Q2	–	Sell	-10,536	Closed	-$269K	–	14416
2023 Q1	$269K	Buy	+10,536	New	+$268K	﹤0.01%	9600

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

Citadel Advisors's CGSD Position: Q1 2026 in Review

Citadel Advisors opened a new position in Capital Group Short Duration Income ETF (CGSD) in Q1 2026: 136,707 shares worth $3.53M. The stake represents ﹤0.01% of the portfolio and ranks #4942 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in CGSD as recently as Q3 2025.

Citadel Advisors first reported a position in CGSD in Q1 2023 and has held it in 7 quarters since. The position peaked at $5.93M in Q3 2025. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

Citadel Advisors held 136,707 shares of Capital Group Short Duration Income ETF worth $3.53M as of Q1 2026.
Capital Group Short Duration Income ETF was a new Citadel Advisors position in Q1 2026.
Capital Group Short Duration Income ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #4942 holding.
Citadel Advisors first reported a position in Capital Group Short Duration Income ETF in Q1 2023 and has held it in 7 quarters since.
Citadel Advisors's Capital Group Short Duration Income ETF position peaked at $5.93M in Q3 2025.
187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.