Capital Group Private Client 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 | $9M | Buy |
345,114
+264,885
| +330% | +$6.91M | 0.08% | 149 |
|
|
2025
Q1 | $2.09M | Sell |
80,229
-26,973
| -25% | -$702K | 0.02% | 207 |
|
|
2024
Q4 | $2.78M | Buy |
107,202
+77,795
| +265% | +$2.02M | 0.03% | 197 |
|
|
2024
Q3 | $772K | Buy |
29,407
+22
| +0.1% | +$578 | 0.01% | 232 |
|
|
2024
Q2 | $757K | Buy |
29,385
+11,058
| +60% | +$285K | 0.01% | 231 |
|
|
2024
Q1 | $471K | Sell |
18,327
-725,302
| -98% | -$18.6M | ﹤0.01% | 238 |
|
|
2023
Q4 | $19.2M | Buy |
+743,629
| New | +$19.2M | 0.2% | 115 |
|