Morgan Stanley’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Morgan Stanley’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	$194M	Buy	7,553,728 +666,719	+10%	+$17.2M	0.01%	1064
2026 Q1	$178M	Buy	6,887,009 +942,038	+16%	+$24.5M	0.01%	1027
2025 Q4	$155M	Buy	5,944,971 +396,507	+7%	+$10.3M	0.01%	1101
2025 Q3	$144M	Buy	5,548,464 +1,202,895	+28%	+$31.3M	0.01%	1126
2025 Q2	$113M	Buy	4,345,569 +1,825,027	+72%	+$47.1M	0.01%	1236
2025 Q1	$65.1M	Buy	2,520,542 +1,487,319	+144%	+$38.3M	﹤0.01%	1578
2024 Q4	$26.5M	Buy	1,033,223 +486,894	+89%	+$12.5M	﹤0.01%	2480
2024 Q3	$14.2M	Buy	546,329 +185,399	+51%	+$4.77M	﹤0.01%	3135
2024 Q2	$9.17M	Buy	360,930 +280,473	+349%	+$7.12M	﹤0.01%	3391
2024 Q1	$2.04M	Buy	80,457 +78,675	+4,415%	+$2M	﹤0.01%	4560
2023 Q4	$45.4K	Hold	1,782	–	–	﹤0.01%	6194
2023 Q3	$44.6K	Sell	1,782 -2,180	-55%	-$54.9K	﹤0.01%	6213
2023 Q2	$99.5K	Buy	+3,962	New	+$101K	﹤0.01%	5956

Other funds holding CGSD

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Morgan Stanley's CGSD Position: Q2 2026 in Review

Morgan Stanley increased its Capital Group Short Duration Income ETF (CGSD) stake by 9.7% in Q2 2026, buying an estimated $17.2M and bringing the position to 7,553,728 shares worth $194M. The position accounts for 0.01% of the portfolio, ranked #1064.

Morgan Stanley 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.

Morgan Stanley held 7,553,728 shares of Capital Group Short Duration Income ETF worth $194M as of Q2 2026.
Morgan Stanley bought 666,719 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $17.2M.
Capital Group Short Duration Income ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1064 holding.
Morgan Stanley 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 Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.