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

Truist Financial’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	$3.17M	Buy	123,047 +66,373	+117%	+$1.71M	﹤0.01%	1141
2026 Q1	$1.46M	Buy	56,674 +14,909	+36%	+$388K	﹤0.01%	1493
2025 Q4	$1.09M	Buy	41,765 +3,369	+9%	+$87.7K	﹤0.01%	1616
2025 Q3	$998K	Buy	38,396 +2,838	+8%	+$73.8K	﹤0.01%	1667
2025 Q2	$922K	Sell	35,558 -2,470	-6%	-$63.8K	﹤0.01%	1636
2025 Q1	$981K	Buy	38,028 +149	+0.4%	+$3.84K	﹤0.01%	1528
2024 Q4	$971K	Buy	37,879 +7,096	+23%	+$183K	﹤0.01%	1566
2024 Q3	$798K	Buy	+30,783	New	+$792K	﹤0.01%	1636

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

Truist Financial's CGSD Position: Q2 2026 in Review

Truist Financial increased its Capital Group Short Duration Income ETF (CGSD) stake by 117% in Q2 2026, buying an estimated $1.71M and bringing the position to 123,047 shares worth $3.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

Truist Financial first reported a position in CGSD in Q3 2024 and has held it in 8 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Truist Financial held 123,047 shares of Capital Group Short Duration Income ETF worth $3.17M as of Q2 2026.
Truist Financial bought 66,373 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $1.71M.
Capital Group Short Duration Income ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1141 holding.
Truist Financial first reported a position in Capital Group Short Duration Income ETF in Q3 2024 and has held it in 8 quarters since.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.