Cambridge Investment Research Advisors’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 | $5.07M | Buy |
194,393
+36,009
| +23% | +$939K | 0.02% | 845 |
|
|
2025
Q1 | $4.12M | Buy |
158,384
+16,270
| +11% | +$423K | 0.01% | 899 |
|
|
2024
Q4 | $3.69M | Buy |
142,114
+26,767
| +23% | +$695K | 0.01% | 969 |
|
|
2024
Q3 | $3.03M | Buy |
+115,347
| New | +$3.03M | 0.01% | 1078 |
|
|
2024
Q2 | – | Sell |
-8,708
| Closed | -$224K | – | 3333 |
|
|
2024
Q1 | $224K | Buy |
+8,708
| New | +$224K | ﹤0.01% | 2937 |
|