EH
CGSD icon

Equitable Holdings’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Equitable Holdings’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 		$2.19M Buy
85,049
+49,169
+137% +$1.28M 0.01% 690
2025
Q4 		$933K Buy
35,880
+17,656
+97% +$460K 0.01% 884
2025
Q3 		$473K Buy
18,224
+3,685
+25% +$95.8K ﹤0.01% 1099
2025
Q2 		$377K Buy
14,539
+2,550
+21% +$65.9K ﹤0.01% 1110
2025
Q1 		$309K Buy
11,989
+1,800
+18% +$46.4K ﹤0.01% 1085
2024
Q4 		$271K Buy
+10,189
New +$262K ﹤0.01% 1084

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
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
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
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

Equitable Holdings's CGSD Position: Q1 2026 in Review

Equitable Holdings increased its Capital Group Short Duration Income ETF (CGSD) stake by 137% in Q1 2026, buying an estimated $1.28M and bringing the position to 85,049 shares worth $2.19M. The position accounts for 0.01% of the portfolio, ranked #690.

Equitable Holdings first reported a position in CGSD in Q4 2024 and has held it in 6 quarters since. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

  • Equitable Holdings held 85,049 shares of Capital Group Short Duration Income ETF worth $2.19M as of Q1 2026.
  • Equitable Holdings bought 49,169 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $1.28M.
  • Capital Group Short Duration Income ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #690 holding.
  • Equitable Holdings first reported a position in Capital Group Short Duration Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.