IFP Advisors
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
Q3 		$577K Buy
22,453
+3,903
+21% +$102K 0.01% 991
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Total Clarity Wealth Management
Total Clarity Wealth Management St. Charles, Illinois $518M AUM 17.26% 1-Year Est. Return

IFP Advisors's CGSM Position: Q3 2026 in Review

IFP Advisors increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 21% in Q3 2026, buying an estimated $102K and bringing the position to 22,453 shares worth $577K. The position accounts for 0.01% of the portfolio, ranked #991.

IFP Advisors first reported a position in CGSM in Q2 2025 and has held it in 6 quarters since. 68 funds tracked by Wall St. Rank hold CGSM as of Q3 2026.

  • IFP Advisors held 22,453 shares of Capital Group Short Duration Municipal Income ETF worth $577K as of Q3 2026.
  • IFP Advisors bought 3,903 Capital Group Short Duration Municipal Income ETF shares in Q3 2026, an estimated $102K.
  • Capital Group Short Duration Municipal Income ETF made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #991 holding.
  • IFP Advisors first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2025 and has held it in 6 quarters since.
  • 68 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.