Commonwealth Equity Services
CGSM icon

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
2026
Q1 		$9.48M Buy
360,873
+66,133
+22% +$1.75M 0.01% 915
2025
Q4 		$7.76M Buy
294,740
+19,603
+7% +$517K 0.01% 1039
2025
Q3 		$7.25M Buy
275,137
+74,083
+37% +$1.95M 0.01% 1102
2025
Q2 		$5.24M Buy
201,054
+59,419
+42% +$1.54M 0.01% 1303
2025
Q1 		$3.68M Buy
141,635
+29,980
+27% +$782K 0.01% 1488
2024
Q4 		$2.9M Buy
111,655
+19,469
+21% +$509K ﹤0.01% 1605
2024
Q3 		$2.42M Buy
92,186
+22,995
+33% +$600K ﹤0.01% 1692
2024
Q2 		$1.78M Buy
69,191
+25,362
+58% +$652K ﹤0.01% 1867
2024
Q1 		$1.13M Buy
43,829
+7,314
+20% +$188K ﹤0.01% 2155
2023
Q4 		$943K Buy
+36,515
New +$926K ﹤0.01% 2217

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