Commonwealth Equity Services
CGSD icon

Commonwealth Equity Services’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Commonwealth Equity Services’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 		$59.6M Sell
2,315,811
-84,024
-4% -$2.17M 0.07% 262
2026
Q1 		$61.9M Buy
2,399,835
+255,018
+12% +$6.63M 0.09% 227
2025
Q4 		$55.8M Buy
2,144,817
+123,381
+6% +$3.21M 0.07% 258
2025
Q3 		$52.5M Sell
2,021,436
-78,260
-4% -$2.03M 0.07% 276
2025
Q2 		$54.5M Buy
2,099,696
+275,655
+15% +$7.12M 0.07% 272
2025
Q1 		$47.1M Buy
1,824,041
+217,282
+14% +$5.6M 0.07% 283
2024
Q4 		$41.2M Buy
1,606,759
+136,147
+9% +$3.5M 0.06% 300
2024
Q3 		$38.1M Buy
1,470,612
+182,046
+14% +$4.69M 0.06% 310
2024
Q2 		$32.7M Buy
1,288,566
+29,420
+2% +$747K 0.05% 341
2024
Q1 		$32M Buy
1,259,146
+14,849
+1% +$378K 0.05% 349
2023
Q4 		$31.7M Buy
1,244,297
+126,591
+11% +$3.19M 0.06% 312
2023
Q3 		$28M Sell
1,117,706
-13,452
-1% -$339K 0.06% 302
2023
Q2 		$28.4M Buy
1,131,158
+175,168
+18% +$4.46M 0.06% 309
2023
Q1 		$24.4M Buy
955,990
+369,229
+63% +$9.41M 0.05% 334
2022
Q4 		$14.9M Buy
+586,761
New +$14.8M 0.04% 477

Other funds holding CGSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Commonwealth Equity Services's CGSD Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Capital Group Short Duration Income ETF (CGSD) stake by 3.5% in Q2 2026, selling an estimated $2.17M and leaving 2,315,811 shares worth $59.6M. The position accounts for 0.07% of the portfolio, ranked #262.

Commonwealth Equity Services first reported a position in CGSD in Q4 2022 and has held it in 15 quarters since. The position peaked at $61.9M in Q1 2026. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • Commonwealth Equity Services held 2,315,811 shares of Capital Group Short Duration Income ETF worth $59.6M as of Q2 2026.
  • Commonwealth Equity Services sold 84,024 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $2.17M.
  • Capital Group Short Duration Income ETF made up 0.07% of Commonwealth Equity Services's portfolio in Q2 2026, its #262 holding.
  • Commonwealth Equity Services first reported a position in Capital Group Short Duration Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Commonwealth Equity Services's Capital Group Short Duration Income ETF position peaked at $61.9M in Q1 2026.
  • 188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.