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Nations Financial Group’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Nations Financial Group’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 		$388K Buy
15,031
+1,004
+7% +$26.1K 0.02% 595
2025
Q4 		$365K Buy
14,027
+329
+2% +$8.56K 0.02% 588
2025
Q3 		$356K Buy
13,698
+504
+4% +$13.1K 0.02% 563
2025
Q2 		$342K Buy
13,194
+2,753
+26% +$71.1K 0.02% 537
2025
Q1 		$269K Buy
+10,441
New +$269K 0.02% 557

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

Nations Financial Group's CGSD Position: Q1 2026 in Review

Nations Financial Group increased its Capital Group Short Duration Income ETF (CGSD) stake by 7.2% in Q1 2026, buying an estimated $26.1K and bringing the position to 15,031 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #595.

Nations Financial Group first reported a position in CGSD in Q1 2025 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

  • Nations Financial Group held 15,031 shares of Capital Group Short Duration Income ETF worth $388K as of Q1 2026.
  • Nations Financial Group bought 1,004 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $26.1K.
  • Capital Group Short Duration Income ETF made up 0.02% of Nations Financial Group's portfolio in Q1 2026, its #595 holding.
  • Nations Financial Group first reported a position in Capital Group Short Duration Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Nations Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.