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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Capital International Investors's CGSM Position: Q1 2026 in Review

Capital International Investors increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 1.1% in Q1 2026, buying an estimated $3.74M and bringing the position to 13,168,002 shares worth $346M. The position accounts for 0.08% of the portfolio, ranked #171.

Capital International Investors first reported a position in CGSM in Q3 2023 and has held it in 11 quarters since. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

Capital International Investors held 13,168,002 shares of Capital Group Short Duration Municipal Income ETF worth $346M as of Q1 2026.
Capital International Investors bought 141,300 Capital Group Short Duration Municipal Income ETF shares in Q1 2026, an estimated $3.74M.
Capital Group Short Duration Municipal Income ETF made up 0.08% of Capital International Investors's portfolio in Q1 2026, its #171 holding.
Capital International Investors first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2023 and has held it in 11 quarters since.
148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on Capital International Investors's 13F filing for Q1 2026, filed 13 May 2026.