Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
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
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
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
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
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
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close