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

&Partners’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 		$9.06M Buy
350,870
+56,619
+19% +$1.47M 0.04% 354
2025
Q4 		$7.61M Buy
294,251
+204,883
+229% +$5.33M 0.04% 376
2025
Q3 		$2.32M Buy
89,368
+12,590
+16% +$327K 0.01% 695
2025
Q2 		$2.01M Buy
+76,778
New +$1.98M 0.02% 670

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

&Partners's CGSD Position: Q1 2026 in Review

&Partners increased its Capital Group Short Duration Income ETF (CGSD) stake by 19% in Q1 2026, buying an estimated $1.47M and bringing the position to 350,870 shares worth $9.06M. The position accounts for 0.04% of the portfolio, ranked #354.

&Partners first reported a position in CGSD in Q2 2025 and has held it in 4 quarters since. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

  • &Partners held 350,870 shares of Capital Group Short Duration Income ETF worth $9.06M as of Q1 2026.
  • &Partners bought 56,619 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $1.47M.
  • Capital Group Short Duration Income ETF made up 0.04% of &Partners's portfolio in Q1 2026, its #354 holding.
  • &Partners first reported a position in Capital Group Short Duration Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.