Moloney Securities Asset Management’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Moloney Securities Asset Management’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 Q2	–	Sell	-12,112	Closed	-$313K	–	498
2025 Q1	$313K	Buy	+12,112	New	+$312K	0.04%	350
2024 Q1	–	Sell	-10,000	Closed	-$255K	–	467
2023 Q4	$255K	Buy	+10,000	New	+$252K	0.04%	357

Other funds holding CGSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $967M AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Moloney Securities Asset Management's CGSD Position: Q2 2025 in Review

Moloney Securities Asset Management sold out of Capital Group Short Duration Income ETF (CGSD) in Q2 2025, closing a stake of 12,112 shares — an estimated $313K sold.

Moloney Securities Asset Management first reported a position in CGSD in Q4 2023 and held it in 2 quarters. The position peaked at $313K in Q1 2025. 148 funds tracked by Wall St. Rank hold CGSD as of Q2 2025.

Moloney Securities Asset Management reported no remaining Capital Group Short Duration Income ETF position as of Q2 2025 after selling out during the quarter.
Moloney Securities Asset Management sold 12,112 Capital Group Short Duration Income ETF shares in Q2 2025, an estimated $313K.
Moloney Securities Asset Management first reported a position in Capital Group Short Duration Income ETF in Q4 2023 and held it in 2 quarters.
Moloney Securities Asset Management's Capital Group Short Duration Income ETF position peaked at $313K in Q1 2025.
148 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2025.

Based on Moloney Securities Asset Management's 13F filing for Q2 2025, filed 31 Jul 2025.