Morgan Stanley
CGSD icon

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
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
+76,893
+2,157% +$1.96M ﹤0.01% 4560
2023
Q4 		$90.7K Buy
3,564
+1,782
+100% +$45K ﹤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

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LPL Financial San Diego, California $376B 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 $501B AUM 22.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return