Harbour Investments’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Harbour Investments’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	$650K	Buy	24,623 +3,470	+16%	+$91.4K	0.01%	997
2026 Q1	$556K	Buy	21,153 +3,359	+19%	+$89K	0.01%	1005
2025 Q4	$469K	Buy	17,794 +7	+0%	+$185	0.01%	881
2025 Q3	$469K	Buy	17,787 +956	+6%	+$25.1K	0.01%	854
2025 Q2	$439K	Hold	16,831	–	–	0.01%	821
2025 Q1	$438K	Sell	16,831 -10,071	-37%	-$263K	0.01%	756
2024 Q4	$699K	Buy	+26,902	New	+$703K	0.02%	590

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

Harbour Investments's CGSM Position: Q2 2026 in Review

Harbour Investments increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 16% in Q2 2026, buying an estimated $91.4K and bringing the position to 24,623 shares worth $650K. The position accounts for 0.01% of the portfolio, ranked #997.

Harbour Investments first reported a position in CGSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $699K in Q4 2024. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Harbour Investments held 24,623 shares of Capital Group Short Duration Municipal Income ETF worth $650K as of Q2 2026.
Harbour Investments bought 3,470 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $91.4K.
Capital Group Short Duration Municipal Income ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #997 holding.
Harbour Investments first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
Harbour Investments's Capital Group Short Duration Municipal Income ETF position peaked at $699K in Q4 2024.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.