NewEdge Advisors’s Capital Group Short Duration Income ETF CGSD Stock Holding History

NewEdge Advisors’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	$13.8M	Buy	535,206 +94,704	+21%	+$2.45M	0.04%	404
2026 Q1	$11.4M	Buy	440,502 +57,096	+15%	+$1.48M	0.04%	419
2025 Q4	$9.97M	Buy	383,406 +48,852	+15%	+$1.27M	0.04%	429
2025 Q3	$8.69M	Buy	334,554 +71,176	+27%	+$1.85M	0.04%	434
2025 Q2	$6.83M	Buy	263,378 +91,022	+53%	+$2.35M	0.04%	470
2025 Q1	$4.45M	Buy	172,356 +57,104	+50%	+$1.47M	0.03%	548
2024 Q4	$2.96M	Buy	+115,252	New	+$2.96M	0.02%	669

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

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

BEI

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

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

NewEdge Advisors's CGSD Position: Q2 2026 in Review

NewEdge Advisors increased its Capital Group Short Duration Income ETF (CGSD) stake by 21% in Q2 2026, buying an estimated $2.45M and bringing the position to 535,206 shares worth $13.8M. The position accounts for 0.04% of the portfolio, ranked #404.

NewEdge Advisors first reported a position in CGSD in Q4 2024 and has held it in 7 quarters since. 158 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

NewEdge Advisors held 535,206 shares of Capital Group Short Duration Income ETF worth $13.8M as of Q2 2026.
NewEdge Advisors bought 94,704 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $2.45M.
Capital Group Short Duration Income ETF made up 0.04% of NewEdge Advisors's portfolio in Q2 2026, its #404 holding.
NewEdge Advisors first reported a position in Capital Group Short Duration Income ETF in Q4 2024 and has held it in 7 quarters since.
158 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.