Flagship Harbor Advisors’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Flagship Harbor Advisors’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 Q2	$280K	Buy	10,621 +2,377	+29%	+$62.6K	0.01%	640
2026 Q1	$217K	Buy	8,244 +547	+7%	+$14.5K	0.01%	683
2025 Q4	$203K	Buy	7,697 +61	+0.8%	+$1.61K	0.01%	660
2025 Q3	$201K	Buy	+7,636	New	+$201K	0.01%	780

Other funds holding CGSM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Flagship Harbor Advisors's CGSM Position: Q2 2026 in Review

Flagship Harbor Advisors increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 29% in Q2 2026, buying an estimated $62.6K and bringing the position to 10,621 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #640.

Flagship Harbor Advisors first reported a position in CGSM in Q3 2025 and has held it in 4 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Flagship Harbor Advisors held 10,621 shares of Capital Group Short Duration Municipal Income ETF worth $280K as of Q2 2026.
Flagship Harbor Advisors bought 2,377 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $62.6K.
Capital Group Short Duration Municipal Income ETF made up 0.01% of Flagship Harbor Advisors's portfolio in Q2 2026, its #640 holding.
Flagship Harbor Advisors first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.