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

Commonwealth Equity Services's CGSM Position: Q2 2026 in Review

Commonwealth Equity Services increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 15% in Q2 2026, buying an estimated $1.4M and bringing the position to 414,001 shares worth $10.9M. The position accounts for 0.01% of the portfolio, ranked #896.

Commonwealth Equity Services first reported a position in CGSM in Q4 2023 and has held it in 11 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

• Commonwealth Equity Services held 414,001 shares of Capital Group Short Duration Municipal Income ETF worth $10.9M as of Q2 2026.
• Commonwealth Equity Services bought 53,128 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $1.4M.
• Capital Group Short Duration Municipal Income ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #896 holding.
• Commonwealth Equity Services first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2023 and has held it in 11 quarters since.
• 162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.