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MGO One Seven’s Capital Group Short Duration Income ETF CGSD Stock Holding History

MGO One Seven’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
Q3 		– Sell
-13,950
Closed -$362K – 1338
2025
Q2 		$362K Sell
13,950
-600
-4% -$15.5K 0.01% 850
2025
Q1 		$376K Sell
14,550
-600
-4% -$15.5K 0.01% 731
2024
Q4 		$388K Sell
15,150
-2,500
-14% -$64.3K 0.01% 733
2024
Q3 		$457K Sell
17,650
-1,500
-8% -$38.6K 0.02% 616
2024
Q2 		$487K Buy
+19,150
New +$486K 0.02% 569

Other funds holding CGSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MGO One Seven's CGSD Position: Q3 2025 in Review

MGO One Seven sold out of Capital Group Short Duration Income ETF (CGSD) in Q3 2025, closing a stake of 13,950 shares — an estimated $362K sold.

MGO One Seven first reported a position in CGSD in Q2 2024 and held it in 5 quarters. The position peaked at $487K in Q2 2024. 147 funds tracked by Wall St. Rank hold CGSD as of Q3 2025.

  • MGO One Seven reported no remaining Capital Group Short Duration Income ETF position as of Q3 2025 after selling out during the quarter.
  • MGO One Seven sold 13,950 Capital Group Short Duration Income ETF shares in Q3 2025, an estimated $362K.
  • MGO One Seven first reported a position in Capital Group Short Duration Income ETF in Q2 2024 and held it in 5 quarters.
  • MGO One Seven's Capital Group Short Duration Income ETF position peaked at $487K in Q2 2024.
  • 147 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2025.

Based on MGO One Seven's 13F filing for Q3 2025, filed 24 Oct 2025.