LPL Financial’s Capital Group Short Duration Income ETF CGSD Stock Holding History

LPL Financial’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	$194M	Buy	7,550,294 +668,447	+10%	+$17.3M	0.04%	402
2026 Q1	$177M	Buy	6,881,847 +646,141	+10%	+$16.8M	0.05%	371
2025 Q4	$162M	Buy	6,235,706 +1,145,248	+22%	+$29.8M	0.04%	381
2025 Q3	$132M	Buy	5,090,458 +1,134,782	+29%	+$29.5M	0.04%	434
2025 Q2	$103M	Buy	3,955,676 +1,132,246	+40%	+$29.3M	0.03%	473
2025 Q1	$72.9M	Buy	2,823,430 +665,185	+31%	+$17.1M	0.03%	538
2024 Q4	$55.3M	Buy	2,158,245 +807,350	+60%	+$20.8M	0.02%	609
2024 Q3	$35M	Buy	1,350,895 +452,720	+50%	+$11.7M	0.02%	770
2024 Q2	$22.8M	Buy	898,175 +198,160	+28%	+$5.03M	0.01%	907
2024 Q1	$17.8M	Buy	700,015 +170,426	+32%	+$4.34M	0.01%	993
2023 Q4	$13.5M	Buy	529,589 +230,423	+77%	+$5.81M	0.01%	1070
2023 Q3	$7.49M	Buy	299,166 +47,866	+19%	+$1.2M	0.01%	1338
2023 Q2	$6.31M	Buy	+251,300	New	+$6.4M	﹤0.01%	1442

Other funds holding CGSD

Morgan Stanley New York $1.89T AUM 35.08% 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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

LPL Financial's CGSD Position: Q2 2026 in Review

LPL Financial increased its Capital Group Short Duration Income ETF (CGSD) stake by 9.7% in Q2 2026, buying an estimated $17.3M and bringing the position to 7,550,294 shares worth $194M. The position accounts for 0.04% of the portfolio, ranked #402.

LPL Financial first reported a position in CGSD in Q2 2023 and has held it in 13 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

LPL Financial held 7,550,294 shares of Capital Group Short Duration Income ETF worth $194M as of Q2 2026.
LPL Financial bought 668,447 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $17.3M.
Capital Group Short Duration Income ETF made up 0.04% of LPL Financial's portfolio in Q2 2026, its #402 holding.
LPL Financial first reported a position in Capital Group Short Duration Income ETF in Q2 2023 and has held it in 13 quarters since.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.