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 Q2	$3.47M	Sell	134,685 -2,022	-1%	-$52.2K	﹤0.01%	5400
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 $1.89T 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors's CGSD Position: Q2 2026 in Review

Citadel Advisors reduced its Capital Group Short Duration Income ETF (CGSD) stake by 1.5% in Q2 2026, selling an estimated $52.2K and leaving 134,685 shares worth $3.47M. The position accounts for ﹤0.01% of the portfolio, ranked #5400.

Citadel Advisors first reported a position in CGSD in Q1 2023 and has held it in 8 quarters since. The position peaked at $5.93M in Q3 2025. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Citadel Advisors held 134,685 shares of Capital Group Short Duration Income ETF worth $3.47M as of Q2 2026.
Citadel Advisors sold 2,022 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $52.2K.
Capital Group Short Duration Income ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #5400 holding.
Citadel Advisors first reported a position in Capital Group Short Duration Income ETF in Q1 2023 and has held it in 8 quarters since.
Citadel Advisors's Capital Group Short Duration Income ETF position peaked at $5.93M in Q3 2025.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.