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 Q2	–	Sell	-128,083	Closed	-$3.3M	–	3578
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 $1.89T 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

Mariner's CGSD Position: Q2 2026 in Review

Mariner sold out of Capital Group Short Duration Income ETF (CGSD) in Q2 2026, closing a stake of 128,083 shares — an estimated $3.3M sold.

Mariner first reported a position in CGSD in Q2 2023 and held it in 11 quarters. The position peaked at $3.3M in Q1 2026. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Mariner reported no remaining Capital Group Short Duration Income ETF position as of Q2 2026 after selling out during the quarter.
Mariner sold 128,083 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $3.3M.
Mariner first reported a position in Capital Group Short Duration Income ETF in Q2 2023 and held it in 11 quarters.
Mariner's Capital Group Short Duration Income ETF position peaked at $3.3M in Q1 2026.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.