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

StoneX 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
2026 Q1	–	Sell	-130,520	Closed	-$3.4M	–	968
2025 Q4	$3.4M	Sell	130,520 -585	-0.4%	-$15.2K	0.15%	116
2025 Q3	$3.41M	Sell	131,105 -12,361	-9%	-$321K	0.15%	128
2025 Q2	$3.72M	Buy	143,466 +1,222	+0.9%	+$31.6K	0.18%	110
2025 Q1	$3.67M	Buy	142,244 +134,288	+1,688%	+$3.46M	0.2%	106
2024 Q4	$204K	Buy	+7,956	New	+$205K	0.01%	744

Other funds holding CGSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 $530B AUM 22.01% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $13.5B 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

StoneX Group's CGSD Position: Q1 2026 in Review

StoneX Group sold out of Capital Group Short Duration Income ETF (CGSD) in Q1 2026, closing a stake of 130,520 shares — an estimated $3.4M sold.

StoneX Group first reported a position in CGSD in Q4 2024 and held it in 5 quarters. The position peaked at $3.72M in Q2 2025. 186 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

StoneX Group reported no remaining Capital Group Short Duration Income ETF position as of Q1 2026 after selling out during the quarter.
StoneX Group sold 130,520 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $3.4M.
StoneX Group first reported a position in Capital Group Short Duration Income ETF in Q4 2024 and held it in 5 quarters.
StoneX Group's Capital Group Short Duration Income ETF position peaked at $3.72M in Q2 2025.
186 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.