FHC
CGSM icon

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$351K Sell
13,660
-1,155
-8% -$30.3K 0.02% 427
2026
Q2 		$391K Buy
14,815
+600
+4% +$15.8K 0.03% 383
2026
Q1 		$374K Buy
14,215
+1,412
+11% +$37.4K 0.03% 347
2025
Q4 		$337K Sell
12,803
-292
-2% -$7.7K 0.03% 388
2025
Q3 		$345K Buy
13,095
+625
+5% +$16.4K 0.03% 377
2025
Q2 		$325K Buy
12,470
+1,186
+11% +$30.8K 0.03% 366
2025
Q1 		$294K Buy
+11,284
New +$294K 0.03% 350

Other funds holding CGSM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
HTWM
Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

First Heartland Consultants's CGSM Position: Q3 2026 in Review

First Heartland Consultants reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 7.8% in Q3 2026, selling an estimated $30.3K and leaving 13,660 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #427.

First Heartland Consultants first reported a position in CGSM in Q1 2025 and has held it in 7 quarters since. The position peaked at $391K in Q2 2026. 16 funds tracked by Wall St. Rank hold CGSM as of Q3 2026.

  • First Heartland Consultants held 13,660 shares of Capital Group Short Duration Municipal Income ETF worth $351K as of Q3 2026.
  • First Heartland Consultants sold 1,155 Capital Group Short Duration Municipal Income ETF shares in Q3 2026, an estimated $30.3K.
  • Capital Group Short Duration Municipal Income ETF made up 0.02% of First Heartland Consultants's portfolio in Q3 2026, its #427 holding.
  • First Heartland Consultants first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2025 and has held it in 7 quarters since.
  • First Heartland Consultants's Capital Group Short Duration Municipal Income ETF position peaked at $391K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.