Hartmann Taylor Wealth Management’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Hartmann Taylor Wealth Management’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 Q1	$4.1M	Sell	155,916 -8,875	-5%	-$235K	2.71%	10
2025 Q4	$4.34M	Buy	164,791 +20,694	+14%	+$546K	2.93%	10
2025 Q3	$3.8M	Buy	144,097 +24,015	+20%	+$631K	2.73%	10
2025 Q2	$3.13M	Buy	120,082 +30,990	+35%	+$804K	2.61%	10
2025 Q1	$2.32M	Buy	+89,092	New	+$2.32M	2.08%	15

Other funds holding CGSM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Hartmann Taylor Wealth Management's CGSM Position: Q1 2026 in Review

Hartmann Taylor Wealth Management reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 5.4% in Q1 2026, selling an estimated $235K and leaving 155,916 shares worth $4.1M. The position accounts for 2.71% of the portfolio, ranked #10.

Hartmann Taylor Wealth Management first reported a position in CGSM in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.34M in Q4 2025. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

Hartmann Taylor Wealth Management held 155,916 shares of Capital Group Short Duration Municipal Income ETF worth $4.1M as of Q1 2026.
Hartmann Taylor Wealth Management sold 8,875 Capital Group Short Duration Municipal Income ETF shares in Q1 2026, an estimated $235K.
Capital Group Short Duration Municipal Income ETF made up 2.71% of Hartmann Taylor Wealth Management's portfolio in Q1 2026, its #10 holding.
Hartmann Taylor Wealth Management first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2025 and has held it in 5 quarters since.
Hartmann Taylor Wealth Management's Capital Group Short Duration Municipal Income ETF position peaked at $4.34M in Q4 2025.
148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.