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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.1M Buy
42,259
+1,918
+5% +$50K 0.06% 165
2025
Q1 		$1.04M Hold
40,341
– – 0.07% 151
2024
Q4 		$1.05M Buy
40,341
+17,555
+77% +$457K 0.07% 149
2024
Q3 		$598K Buy
+22,786
New +$598K 0.04% 200