Global Retirement Partners’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Global Retirement Partners’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	$664K	Buy	+25,801	New	+$666K	0.01%	907
2025 Q4	$513K	Hold	19,710	–	–	0.01%	946
2025 Q3	$512K	Sell	19,710 -10,100	-34%	-$262K	0.01%	765
2025 Q2	$773K	Buy	+29,810	New	+$770K	0.02%	574
2024 Q4	$11.3K	Hold	440	–	–	﹤0.01%	2358
2024 Q3	$11.4K	Buy	+440	New	+$11.3K	﹤0.01%	2244

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

Global Retirement Partners's CGSD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Capital Group Short Duration Income ETF (CGSD) in Q2 2026: 25,801 shares worth $664K. The stake represents 0.01% of the portfolio and ranks #907 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CGSD as recently as Q4 2025.

Global Retirement Partners first reported a position in CGSD in Q3 2024 and has held it in 6 quarters since. The position peaked at $773K in Q2 2025. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Global Retirement Partners held 25,801 shares of Capital Group Short Duration Income ETF worth $664K as of Q2 2026.
Capital Group Short Duration Income ETF was a new Global Retirement Partners position in Q2 2026.
Capital Group Short Duration Income ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #907 holding.
Global Retirement Partners first reported a position in Capital Group Short Duration Income ETF in Q3 2024 and has held it in 6 quarters since.
Global Retirement Partners's Capital Group Short Duration Income ETF position peaked at $773K in Q2 2025.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.