Northwestern Mutual Wealth Management’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Northwestern Mutual Wealth Management’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	$9.58M	Buy	372,217 +35,921	+11%	+$928K	0.01%	642
2026 Q1	$8.67M	Buy	336,296 +25,508	+8%	+$663K	0.01%	639
2025 Q4	$8.08M	Buy	310,788 +33,681	+12%	+$877K	0.01%	625
2025 Q3	$7.2M	Buy	277,107 +26,077	+10%	+$678K	﹤0.01%	633
2025 Q2	$6.51M	Buy	251,030 +9,996	+4%	+$258K	﹤0.01%	614
2025 Q1	$6.22M	Buy	241,034 +24,655	+11%	+$635K	0.01%	597
2024 Q4	$5.55M	Buy	216,379 +4,545	+2%	+$117K	﹤0.01%	590
2024 Q3	$5.49M	Buy	211,834 +140,971	+199%	+$3.63M	﹤0.01%	598
2024 Q2	$1.8M	Buy	70,863 +44,753	+171%	+$1.14M	﹤0.01%	848
2024 Q1	$663K	Buy	26,110 +16,455	+170%	+$419K	﹤0.01%	1150
2023 Q4	$246K	Buy	+9,655	New	+$244K	﹤0.01%	1437

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

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

Northwestern Mutual Wealth Management's CGSD Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Capital Group Short Duration Income ETF (CGSD) stake by 11% in Q2 2026, buying an estimated $928K and bringing the position to 372,217 shares worth $9.58M. The position accounts for 0.01% of the portfolio, ranked #642.

Northwestern Mutual Wealth Management first reported a position in CGSD in Q4 2023 and has held it in 11 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Northwestern Mutual Wealth Management held 372,217 shares of Capital Group Short Duration Income ETF worth $9.58M as of Q2 2026.
Northwestern Mutual Wealth Management bought 35,921 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $928K.
Capital Group Short Duration Income ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #642 holding.
Northwestern Mutual Wealth Management first reported a position in Capital Group Short Duration Income ETF in Q4 2023 and has held it in 11 quarters since.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.