IA
CGSM icon

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

IFP 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 		$489K Buy
18,550
+1,893
+11% +$49.9K 0.01% 1050
2026
Q1 		$438K Buy
16,657
+5,041
+43% +$134K 0.01% 1023
2025
Q4 		$306K Buy
11,616
+7,386
+175% +$195K 0.01% 1155
2025
Q3 		$112K Buy
4,230
+4,063
+2,433% +$107K ﹤0.01% 1618
2025
Q2 		$4.34K Buy
+167
New +$4.33K ﹤0.01% 3485

Other funds holding CGSM

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

IFP Advisors's CGSM Position: Q2 2026 in Review

IFP Advisors increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 11% in Q2 2026, buying an estimated $49.9K and bringing the position to 18,550 shares worth $489K. The position accounts for 0.01% of the portfolio, ranked #1050.

IFP Advisors first reported a position in CGSM in Q2 2025 and has held it in 5 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

  • IFP Advisors held 18,550 shares of Capital Group Short Duration Municipal Income ETF worth $489K as of Q2 2026.
  • IFP Advisors bought 1,893 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $49.9K.
  • Capital Group Short Duration Municipal Income ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1050 holding.
  • IFP Advisors first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.