Advisornet Financial’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$107K Sell
4,100
-551
-12% -$14.4K 0.01% 746
2025
Q1
$121K Sell
4,651
-82
-2% -$2.13K 0.01% 669
2024
Q4
$123K Buy
4,733
+805
+20% +$20.9K 0.01% 621
2024
Q3
$103K Buy
3,928
+23
+0.6% +$604 0.01% 693
2024
Q2
$101K Buy
+3,905
New +$101K 0.01% 637