Commonwealth Equity Services
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Commonwealth Equity Services’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Commonwealth Equity Services’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
Q3 		$7.25M Buy
2025
Q2 		$5.24M Buy
2025
Q1 		$3.68M Buy
2024
Q4 		$2.9M Buy
2024
Q3 		$2.42M Buy
2024
Q2 		$1.78M Buy
2024
Q1 		$1.13M Buy
2023
Q4 		$943K Buy