CGSD β€” CAPITAL GROUP SHORT DURATION INCOME ETF

Ownership history in TITLEIST ASSET MANAGEMENT, LLC  Β·  5 quarters on record

AI Ownership Summary

TITLEIST ASSET MANAGEMENT, LLC reported CAPITAL GROUP SHORT DURATION INCOME ETF (CGSD) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.04% in 2024 Q3. The latest visible filing shows CGSD at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CGSD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TITLEIST ASSET MANAGEMENT, LLC's position in CAPITAL GROUP SHORT DURATION INCOME ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CGSD was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How TITLEIST ASSET MANAGEMENT, LLC held CGSD β€” position size vs. price
% of Fund (quarterly)    CGSD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 10,723 +274 +2.6% 0.02% $279K 2025-11-05 $25.51
2025 Q2 ADDED 10,449 +354 +3.5% 0.03% $271K 2025-08-12 $25.24
2025 Q1 REDUCED 10,095 -2,711 -21.2% 0.03% $261K 2025-05-15 $24.79
2024 Q4 ADDED 12,806 +2,027 +18.8% 0.04% $328K 2025-02-13 $24.43
2024 Q3 INITIATED 10,779 β€” β€” 0.04% $279K 2024-11-13 $24.07

FAQ About TITLEIST ASSET MANAGEMENT, LLC and CGSD

These are the practical questions this page is built to answer before you even open the full history table.

How long has TITLEIST ASSET MANAGEMENT, LLC reported owning CGSD?

TITLEIST ASSET MANAGEMENT, LLC reported CGSD across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported CGSD position in TITLEIST ASSET MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for CGSD was 0.04% in 2024 Q3.

What is the latest reported CGSD position on this page?

The most recent filing on this page is 2025 Q3, when TITLEIST ASSET MANAGEMENT, LLC reported 10,723 shares, equal to 0.02% of portfolio, with an estimated market value of $279K.

What does the chart on this CGSD ownership page compare?

The chart compares TITLEIST ASSET MANAGEMENT, LLC's quarterly CGSD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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