MML Investors Services
CGSD icon

MML Investors Services’s Capital Group Short Duration Income ETF CGSD Stock Holding History

MML Investors Services’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 		$11.9M Sell
461,050
-41,668
-8% -$1.08M 0.03% 487
2025
Q4 		$13.1M Buy
502,718
+54,892
+12% +$1.43M 0.03% 487
2025
Q3 		$11.6M Buy
447,826
+39,767
+10% +$1.03M 0.03% 500
2025
Q2 		$10.6M Buy
408,059
+15,181
+4% +$392K 0.03% 505
2025
Q1 		$10.1M Buy
392,878
+130,404
+50% +$3.36M 0.03% 463
2024
Q4 		$6.73M Buy
262,474
+46,005
+21% +$1.18M 0.02% 589
2024
Q3 		$5.61M Buy
216,469
+17,487
+9% +$450K 0.02% 636
2024
Q2 		$5.06M Buy
198,982
+50,451
+34% +$1.28M 0.02% 627
2024
Q1 		$3.77M Buy
148,531
+44,197
+42% +$1.13M 0.02% 763
2023
Q4 		$2.65M Buy
104,334
+2,444
+2% +$61.7K 0.01% 871
2023
Q3 		$2.55M Buy
101,890
+32,530
+47% +$819K 0.01% 796
2023
Q2 		$1.74M Buy
+69,360
New +$1.77M 0.01% 968

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
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
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
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

MML Investors Services's CGSD Position: Q1 2026 in Review

MML Investors Services reduced its Capital Group Short Duration Income ETF (CGSD) stake by 8.3% in Q1 2026, selling an estimated $1.08M and leaving 461,050 shares worth $11.9M. The position accounts for 0.03% of the portfolio, ranked #487.

MML Investors Services first reported a position in CGSD in Q2 2023 and has held it in 12 quarters since. The position peaked at $13.1M in Q4 2025. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

  • MML Investors Services held 461,050 shares of Capital Group Short Duration Income ETF worth $11.9M as of Q1 2026.
  • MML Investors Services sold 41,668 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $1.08M.
  • Capital Group Short Duration Income ETF made up 0.03% of MML Investors Services's portfolio in Q1 2026, its #487 holding.
  • MML Investors Services first reported a position in Capital Group Short Duration Income ETF in Q2 2023 and has held it in 12 quarters since.
  • MML Investors Services's Capital Group Short Duration Income ETF position peaked at $13.1M in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.