Kestra Investment Management’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Kestra Investment 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
2026 Q2	$8.65M	Buy	336,049 +95,930	+40%	+$2.48M	0.17%	67
2026 Q1	$6.19M	Buy	+240,119	New	+$6.24M	0.11%	69
2025 Q4	–	Sell	-249,848	Closed	-$6.49M	–	438
2025 Q3	$6.49M	Buy	249,848 +47,500	+23%	+$1.23M	0.17%	62
2025 Q2	$5.25M	Buy	202,348 +188,034	+1,314%	+$4.86M	0.16%	60
2025 Q1	$369K	Sell	14,314 -4,323	-23%	-$111K	0.01%	305
2024 Q4	$478K	Sell	18,637 -26,752	-59%	-$688K	0.02%	238
2024 Q3	$1.18M	Buy	45,389 +13,533	+42%	+$348K	0.05%	106
2024 Q2	$809K	Buy	+31,856	New	+$809K	0.06%	67

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

Kestra Investment Management's CGSD Position: Q2 2026 in Review

Kestra Investment Management increased its Capital Group Short Duration Income ETF (CGSD) stake by 40% in Q2 2026, buying an estimated $2.48M and bringing the position to 336,049 shares worth $8.65M. The position accounts for 0.17% of the portfolio, ranked #67.

Kestra Investment Management first reported a position in CGSD in Q2 2024 and has held it in 8 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Kestra Investment Management held 336,049 shares of Capital Group Short Duration Income ETF worth $8.65M as of Q2 2026.
Kestra Investment Management bought 95,930 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $2.48M.
Capital Group Short Duration Income ETF made up 0.17% of Kestra Investment Management's portfolio in Q2 2026, its #67 holding.
Kestra Investment Management first reported a position in Capital Group Short Duration Income ETF in Q2 2024 and has held it in 8 quarters since.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.