FHC
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First Heartland Consultants’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

First Heartland Consultants’s Portfolio CGSM Stock Details CGSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$325K Buy
12,470
+1,186
+11% +$30.9K 0.03% 366
2025
Q1 		$294K Buy
+11,284
New +$294K 0.03% 350