Cerity Partners
CGSM icon

Cerity Partners’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Cerity Partners’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 		$1.1M Buy
41,731
+13,129
+46% +$348K ﹤0.01% 1808
2025
Q4 		$753K Buy
+28,602
New +$754K ﹤0.01% 1852
2025
Q2 		– Sell
-10,000
Closed -$260K – 2651
2025
Q1 		$260K Buy
+10,000
New +$261K ﹤0.01% 2094

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

Cerity Partners's CGSM Position: Q1 2026 in Review

Cerity Partners increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 46% in Q1 2026, buying an estimated $348K and bringing the position to 41,731 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1808.

Cerity Partners first reported a position in CGSM in Q1 2025 and has held it in 3 quarters since. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

  • Cerity Partners held 41,731 shares of Capital Group Short Duration Municipal Income ETF worth $1.1M as of Q1 2026.
  • Cerity Partners bought 13,129 Capital Group Short Duration Municipal Income ETF shares in Q1 2026, an estimated $348K.
  • Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1808 holding.
  • Cerity Partners first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2025 and has held it in 3 quarters since.
  • 148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.