Comerica Bank’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Comerica Bank’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
2025 Q4	$44.9K	Sell	1,705 -1,268	-43%	-$33.4K	﹤0.01%	2892
2025 Q3	$78.4K	Buy	2,973 +2,120	+249%	+$55.7K	﹤0.01%	2704
2025 Q2	$22.2K	Buy	+853	New	+$22.1K	﹤0.01%	3023

Other funds holding CGSM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Comerica Bank's CGSM Position: Q4 2025 in Review

Comerica Bank reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 43% in Q4 2025, selling an estimated $33.4K and leaving 1,705 shares worth $44.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2892.

Comerica Bank first reported a position in CGSM in Q2 2025 and has held it in 3 quarters since. The position peaked at $78.4K in Q3 2025. 132 funds tracked by Wall St. Rank hold CGSM as of Q4 2025.

Comerica Bank held 1,705 shares of Capital Group Short Duration Municipal Income ETF worth $44.9K as of Q4 2025.
Comerica Bank sold 1,268 Capital Group Short Duration Municipal Income ETF shares in Q4 2025, an estimated $33.4K.
Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of Comerica Bank's portfolio in Q4 2025, its #2892 holding.
Comerica Bank first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2025 and has held it in 3 quarters since.
Comerica Bank's Capital Group Short Duration Municipal Income ETF position peaked at $78.4K in Q3 2025.
132 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q4 2025.

Based on Comerica Bank's 13F filing for Q4 2025, filed 29 Jan 2026.