Great Valley Advisor Group’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.37M Buy
52,642
+21,561
+69% +$562K 0.03% 397
2025
Q1
$808K Buy
31,081
+17,130
+123% +$445K 0.02% 492
2024
Q4
$362K Buy
+13,951
New +$362K 0.01% 652