Avantax Advisory Services’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	$466K	Buy	17,884 +3,387	+23%	+$88.3K	﹤0.01%	1620
2025 Q1	$377K	Buy	14,497 +4,117	+40%	+$107K	﹤0.01%	1685
2024 Q4	$270K	Buy	10,380 +779	+8%	+$20.2K	﹤0.01%	1855
2024 Q3	$252K	Buy	+9,601	New	+$252K	﹤0.01%	1878