Fidelity Investments
CGSM icon

Fidelity Investments’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Fidelity Investments’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
Q1 		– Sell
-1
Closed -$26 – 5343
2024
Q4 		$26 Hold
1
– – ﹤0.01% 5311
2024
Q3 		$26 Buy
+1
New +$26 ﹤0.01% 5298

Other funds holding CGSM

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PW
PUREfi Wealth Boston, Massachusetts $153M AUM 19.76% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments's CGSM Position: Q1 2025 in Review

Fidelity Investments sold out of Capital Group Short Duration Municipal Income ETF (CGSM) in Q1 2025, closing a stake of 1 share — an estimated $26 sold.

Fidelity Investments first reported a position in CGSM in Q3 2024 and held it in 2 quarters. The position peaked at $26 in Q4 2024. 83 funds tracked by Wall St. Rank hold CGSM as of Q1 2025.

  • Fidelity Investments reported no remaining Capital Group Short Duration Municipal Income ETF position as of Q1 2025 after selling out during the quarter.
  • Fidelity Investments sold 1 Capital Group Short Duration Municipal Income ETF share in Q1 2025, an estimated $26.
  • Fidelity Investments first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2024 and held it in 2 quarters.
  • Fidelity Investments's Capital Group Short Duration Municipal Income ETF position peaked at $26 in Q4 2024.
  • 83 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.