AssetMark Inc’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
$2.97M Buy
113,700
+39,925
+54% +$1.04M 0.01% 692
2025
Q1
$1.92M Buy
73,775
+1,675
+2% +$43.6K 0.01% 733
2024
Q4
$1.87M Buy
72,100
+7,873
+12% +$204K 0.01% 720
2024
Q3
$1.69M Buy
+64,227
New +$1.69M ﹤0.01% 683