Confluence Wealth Services’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Confluence Wealth 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 Q2	$1.1M	Buy
2025 Q1	$1.04M	Hold
2024 Q4	$1.05M	Buy
2024 Q3	$598K	Buy