BFC Planning, Inc.’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

BFC Planning, Inc.’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	$158K	Hold	6,000	–	–	0.01%	1028
2026 Q1	$158K	Sell	6,000 -1,000	-14%	-$26.5K	0.01%	955
2025 Q4	$184K	Hold	7,000	–	–	0.01%	895
2025 Q3	$185K	Buy	7,000 +2,000	+40%	+$52.5K	0.01%	698
2025 Q2	$130K	Hold	5,000	–	–	0.01%	780
2025 Q1	$130K	Hold	5,000	–	–	0.01%	767
2024 Q4	$130K	Buy	+5,000	New	+$131K	0.01%	761

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 22.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

BFC Planning, Inc.'s CGSM Position: Q2 2026 in Review

BFC Planning, Inc. held its Capital Group Short Duration Municipal Income ETF (CGSM) position steady in Q2 2026 at 6,000 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #1028.

BFC Planning, Inc. first reported a position in CGSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $185K in Q3 2025. 163 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

BFC Planning, Inc. held 6,000 shares of Capital Group Short Duration Municipal Income ETF worth $158K as of Q2 2026.
BFC Planning, Inc. left its Capital Group Short Duration Municipal Income ETF share count unchanged in Q2 2026.
Capital Group Short Duration Municipal Income ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1028 holding.
BFC Planning, Inc. first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Capital Group Short Duration Municipal Income ETF position peaked at $185K in Q3 2025.
163 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.