Fidelity Investments
CGSD icon

Fidelity Investments’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Fidelity Investments’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
2024
Q4 		– Sell
-1
Closed -$26 – 5591
2024
Q3 		$26 Buy
+1
New +$26 ﹤0.01% 5297
2023
Q4 		– Sell
-2
Closed -$50 – 5459
2023
Q3 		$50 Buy
+2
New +$50 ﹤0.01% 4930

Other funds holding CGSD

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
BAG
Bridgewealth Advisory Group Fresno, California $482M AUM 10.59% 1-Year Est. Return

Fidelity Investments's CGSD Position: Q4 2024 in Review

Fidelity Investments sold out of Capital Group Short Duration Income ETF (CGSD) in Q4 2024, closing a stake of 1 share — an estimated $26 sold.

Fidelity Investments first reported a position in CGSD in Q3 2023 and held it in 2 quarters. The position peaked at $50 in Q3 2023. 120 funds tracked by Wall St. Rank hold CGSD as of Q4 2024.

  • Fidelity Investments reported no remaining Capital Group Short Duration Income ETF position as of Q4 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 Capital Group Short Duration Income ETF share in Q4 2024, an estimated $26.
  • Fidelity Investments first reported a position in Capital Group Short Duration Income ETF in Q3 2023 and held it in 2 quarters.
  • Fidelity Investments's Capital Group Short Duration Income ETF position peaked at $50 in Q3 2023.
  • 120 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q4 2024.

Based on Fidelity Investments's 13F filing for Q4 2024, filed 13 Feb 2025.