Envestnet Portfolio Solutions’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.6M	Sell	61,453 -16,029	-21%	-$418K	0.01%	633
2025 Q1	$2.02M	Sell	77,482 -9,603	-11%	-$250K	0.01%	581
2024 Q4	$2.26M	Buy	87,085 +5,565	+7%	+$145K	0.01%	625
2024 Q3	$2.14M	Buy	+81,520	New	+$2.14M	0.01%	639