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

Mariner’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 Q1	$3.3M	Buy	128,083 +14,626	+13%	+$380K	﹤0.01%	1237
2025 Q4	$2.95M	Buy	113,457 +5,452	+5%	+$142K	﹤0.01%	1279
2025 Q3	$2.81M	Buy	108,005 +20,529	+23%	+$533K	﹤0.01%	1227
2025 Q2	$2.27M	Buy	87,476 +31,284	+56%	+$808K	﹤0.01%	1256
2025 Q1	$1.45M	Buy	56,192 +2,330	+4%	+$60K	﹤0.01%	1421
2024 Q4	$1.38M	Buy	53,862 +7,006	+15%	+$180K	﹤0.01%	1436
2024 Q3	$1.21M	Buy	46,856 +4,732	+11%	+$122K	﹤0.01%	1468
2024 Q2	$1.07M	Sell	42,124 -2,857	-6%	-$72.5K	﹤0.01%	1463
2024 Q1	$1.14M	Buy	44,981 +247	+0.6%	+$6.29K	﹤0.01%	1420
2023 Q4	$1.14M	Buy	+44,734	New	+$1.13M	﹤0.01%	1348
2023 Q3	–	Sell	-11,415	Closed	-$287K	–	2921
2023 Q2	$287K	Buy	+11,415	New	+$291K	﹤0.01%	2155

Other funds holding CGSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFG

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Mariner's CGSD Position: Q1 2026 in Review

Mariner increased its Capital Group Short Duration Income ETF (CGSD) stake by 13% in Q1 2026, buying an estimated $380K and bringing the position to 128,083 shares worth $3.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

Mariner first reported a position in CGSD in Q2 2023 and has held it in 11 quarters since. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

Mariner held 128,083 shares of Capital Group Short Duration Income ETF worth $3.3M as of Q1 2026.
Mariner bought 14,626 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $380K.
Capital Group Short Duration Income ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1237 holding.
Mariner first reported a position in Capital Group Short Duration Income ETF in Q2 2023 and has held it in 11 quarters since.
187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.