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Creekmur Asset Management’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Creekmur Asset Management’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
2025
Q3 		$5.19M Sell
199,912
-9,805
-5% -$255K 0.86% 22
2025
Q2 		$5.44M Buy
+209,717
New +$5.42M 0.96% 21

Other funds holding CGSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creekmur Asset Management's CGSD Position: Q3 2025 in Review

Creekmur Asset Management reduced its Capital Group Short Duration Income ETF (CGSD) stake by 4.7% in Q3 2025, selling an estimated $255K and leaving 199,912 shares worth $5.19M. The position accounts for 0.86% of the portfolio, ranked #22.

Creekmur Asset Management first reported a position in CGSD in Q2 2025 and has held it in 2 quarters since. The position peaked at $5.44M in Q2 2025. 147 funds tracked by Wall St. Rank hold CGSD as of Q3 2025.

  • Creekmur Asset Management held 199,912 shares of Capital Group Short Duration Income ETF worth $5.19M as of Q3 2025.
  • Creekmur Asset Management sold 9,805 Capital Group Short Duration Income ETF shares in Q3 2025, an estimated $255K.
  • Capital Group Short Duration Income ETF made up 0.86% of Creekmur Asset Management's portfolio in Q3 2025, its #22 holding.
  • Creekmur Asset Management first reported a position in Capital Group Short Duration Income ETF in Q2 2025 and has held it in 2 quarters since.
  • Creekmur Asset Management's Capital Group Short Duration Income ETF position peaked at $5.44M in Q2 2025.
  • 147 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.