Capital International Investors’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Capital International Investors’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	$347M	Sell	13,144,337 -23,665	-0.2%	-$624K	0.07%	179
2026 Q1	$346M	Buy	13,168,002 +141,300	+1%	+$3.74M	0.08%	171
2025 Q4	$343M	Buy	13,026,702 +125,134	+1%	+$3.3M	0.05%	202
2025 Q3	$340M	Buy	12,901,568 +694,623	+6%	+$18.2M	0.05%	192
2025 Q2	$318M	Sell	12,206,945 -97,133	-0.8%	-$2.52M	0.05%	194
2025 Q1	$320M	Buy	12,304,078 +87,513	+0.7%	+$2.28M	0.06%	188
2024 Q4	$317M	Buy	12,216,565 +182,920	+2%	+$4.78M	0.06%	193
2024 Q3	$316M	Buy	12,033,645 +11,913,645	+9,928%	+$311M	0.06%	194
2024 Q2	$3.09M	Sell	120,000 -678,000	-85%	-$17.4M	﹤0.01%	415
2024 Q1	$20.5M	Buy	798,000 +133,000	+20%	+$3.43M	﹤0.01%	378
2023 Q4	$17.2M	Sell	665,000 -505,000	-43%	-$12.8M	﹤0.01%	385
2023 Q3	$29.3M	Buy	+1,170,000	New	+$29.3M	0.01%	354

Other funds holding CGSM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Capital International Investors's CGSM Position: Q2 2026 in Review

Capital International Investors reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 0.18% in Q2 2026, selling an estimated $624K and leaving 13,144,337 shares worth $347M. The position accounts for 0.07% of the portfolio, ranked #179.

Capital International Investors first reported a position in CGSM in Q3 2023 and has held it in 12 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Capital International Investors held 13,144,337 shares of Capital Group Short Duration Municipal Income ETF worth $347M as of Q2 2026.
Capital International Investors sold 23,665 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $624K.
Capital Group Short Duration Municipal Income ETF made up 0.07% of Capital International Investors's portfolio in Q2 2026, its #179 holding.
Capital International Investors first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2023 and has held it in 12 quarters since.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Capital International Investors's 13F filing for Q2 2026, filed 12 Aug 2026.