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

Norden 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
2025
Q3 		– Sell
-558,923
Closed -$14.5M – 584
2025
Q2 		$14.5M Sell
558,923
-32,204
-5% -$832K 1.57% 8
2025
Q1 		$15.3M Buy
+591,127
New +$15.2M 1.76% 9

Other funds holding CGSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norden Group's CGSD Position: Q3 2025 in Review

Norden Group sold out of Capital Group Short Duration Income ETF (CGSD) in Q3 2025, closing a stake of 558,923 shares — an estimated $14.5M sold.

Norden Group first reported a position in CGSD in Q1 2025 and held it in 2 quarters. The position peaked at $15.3M in Q1 2025. 147 funds tracked by Wall St. Rank hold CGSD as of Q3 2025.

  • Norden Group reported no remaining Capital Group Short Duration Income ETF position as of Q3 2025 after selling out during the quarter.
  • Norden Group sold 558,923 Capital Group Short Duration Income ETF shares in Q3 2025, an estimated $14.5M.
  • Norden Group first reported a position in Capital Group Short Duration Income ETF in Q1 2025 and held it in 2 quarters.
  • Norden Group's Capital Group Short Duration Income ETF position peaked at $15.3M in Q1 2025.
  • 147 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2025.

Based on Norden Group's 13F filing for Q3 2025, filed 15 Oct 2025.