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

Baird Financial Group’s Portfolio CGSM Stock Details CGSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.58M	Buy	135,780 +36,369	+37%	+$958K	﹤0.01%	891
2026 Q1	$2.61M	Buy	99,411 +7,322	+8%	+$194K	﹤0.01%	957
2025 Q4	$2.43M	Buy	92,089 +23,174	+34%	+$611K	﹤0.01%	978
2025 Q3	$1.82M	Buy	68,915 +8,115	+13%	+$213K	﹤0.01%	1084
2025 Q2	$1.59M	Buy	60,800 +51,500	+554%	+$1.34M	﹤0.01%	1074
2025 Q1	$242K	Buy	+9,300	New	+$243K	﹤0.01%	1635

Other funds holding CGSM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Baird Financial Group's CGSM Position: Q2 2026 in Review

Baird Financial Group increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 37% in Q2 2026, buying an estimated $958K and bringing the position to 135,780 shares worth $3.58M. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Baird Financial Group first reported a position in CGSM in Q1 2025 and has held it in 6 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Baird Financial Group held 135,780 shares of Capital Group Short Duration Municipal Income ETF worth $3.58M as of Q2 2026.
Baird Financial Group bought 36,369 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $958K.
Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #891 holding.
Baird Financial Group first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.