Jeff Yass’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Jeff Yass’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 Q4	–	Sell	-405,525	Closed	-$10.5M	–	12457
2025 Q3	$10.5M	Buy	+405,525	New	+$10.5M	﹤0.01%	2976
2025 Q2	–	Sell	-24,372	Closed	-$629K	–	12737
2025 Q1	$629K	Buy	+24,372	New	+$628K	﹤0.01%	8401
2024 Q3	–	Sell	-12,824	Closed	-$326K	–	12079
2024 Q2	$326K	Sell	12,824 -62,335	-83%	-$1.58M	﹤0.01%	9263
2024 Q1	$1.91M	Buy	+75,159	New	+$1.91M	﹤0.01%	5453

Other funds holding CGSD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jeff Yass's CGSD Position: Q4 2025 in Review

Jeff Yass sold out of Capital Group Short Duration Income ETF (CGSD) in Q4 2025, closing a stake of 405,525 shares — an estimated $10.5M sold.

Jeff Yass first reported a position in CGSD in Q1 2024 and held it in 4 quarters. The position peaked at $10.5M in Q3 2025. 165 funds tracked by Wall St. Rank hold CGSD as of Q4 2025.

Jeff Yass reported no remaining Capital Group Short Duration Income ETF position as of Q4 2025 after selling out during the quarter.
Jeff Yass sold 405,525 Capital Group Short Duration Income ETF shares in Q4 2025, an estimated $10.5M.
Jeff Yass first reported a position in Capital Group Short Duration Income ETF in Q1 2024 and held it in 4 quarters.
Jeff Yass's Capital Group Short Duration Income ETF position peaked at $10.5M in Q3 2025.
165 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q4 2025.

Based on Susquehanna International Group's 13F filing for Q4 2025, filed 17 Feb 2026.