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 Q2	$15.9M	Buy	616,594 +155,544	+34%	+$4.02M	0.03%	478
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 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 22.9% 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

MML Investors Services's CGSD Position: Q2 2026 in Review

MML Investors Services increased its Capital Group Short Duration Income ETF (CGSD) stake by 34% in Q2 2026, buying an estimated $4.02M and bringing the position to 616,594 shares worth $15.9M. The position accounts for 0.03% of the portfolio, ranked #478.

MML Investors Services first reported a position in CGSD in Q2 2023 and has held it in 13 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

MML Investors Services held 616,594 shares of Capital Group Short Duration Income ETF worth $15.9M as of Q2 2026.
MML Investors Services bought 155,544 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $4.02M.
Capital Group Short Duration Income ETF made up 0.03% of MML Investors Services's portfolio in Q2 2026, its #478 holding.
MML Investors Services first reported a position in Capital Group Short Duration Income ETF in Q2 2023 and has held it in 13 quarters since.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.