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Boulder Wealth Advisors’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Boulder Wealth Advisors’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
Q1 		$6.59M Buy
250,801
+168,317
+204% +$4.46M 2.63% 11
2025
Q4 		$2.17M Buy
+82,484
New +$2.17M 0.92% 15

Other funds holding CGSM

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Boulder Wealth Advisors's CGSM Position: Q1 2026 in Review

Boulder Wealth Advisors increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 204% in Q1 2026, buying an estimated $4.46M and bringing the position to 250,801 shares worth $6.59M. The position accounts for 2.63% of the portfolio, ranked #11.

Boulder Wealth Advisors first reported a position in CGSM in Q4 2025 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

  • Boulder Wealth Advisors held 250,801 shares of Capital Group Short Duration Municipal Income ETF worth $6.59M as of Q1 2026.
  • Boulder Wealth Advisors bought 168,317 Capital Group Short Duration Municipal Income ETF shares in Q1 2026, an estimated $4.46M.
  • Capital Group Short Duration Municipal Income ETF made up 2.63% of Boulder Wealth Advisors's portfolio in Q1 2026, its #11 holding.
  • Boulder Wealth Advisors first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on Boulder Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.