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
2026 Q2	$337K	Buy	+13,101	New	+$338K	0.01%	1188
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 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

MGO One Seven's CGSD Position: Q2 2026 in Review

MGO One Seven opened a new position in Capital Group Short Duration Income ETF (CGSD) in Q2 2026: 13,101 shares worth $337K. The stake represents 0.01% of the portfolio and ranks #1188 among its holdings. This is a return to the name: MGO One Seven previously reported a position in CGSD as recently as Q2 2025.

MGO One Seven first reported a position in CGSD in Q2 2024 and has held it in 6 quarters since. The position peaked at $487K in Q2 2024. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

MGO One Seven held 13,101 shares of Capital Group Short Duration Income ETF worth $337K as of Q2 2026.
Capital Group Short Duration Income ETF was a new MGO One Seven position in Q2 2026.
Capital Group Short Duration Income ETF made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #1188 holding.
MGO One Seven first reported a position in Capital Group Short Duration Income ETF in Q2 2024 and has held it in 6 quarters since.
MGO One Seven's Capital Group Short Duration Income ETF position peaked at $487K in Q2 2024.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.