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

IHT 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 Q2	$223K	Hold	8,469	–	–	﹤0.01%	1135
2026 Q1	$223K	Hold	8,469	–	–	0.01%	1142
2025 Q4	$223K	Hold	8,469	–	–	0.01%	1085
2025 Q3	$223K	Sell	8,469 -425	-5%	-$11.2K	0.01%	1070
2025 Q2	$232K	Sell	8,894 -3,860	-30%	-$100K	0.01%	1019
2025 Q1	$332K	Buy	+12,754	New	+$333K	0.01%	820

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

IHT Wealth Management's CGSM Position: Q2 2026 in Review

IHT Wealth Management held its Capital Group Short Duration Municipal Income ETF (CGSM) position steady in Q2 2026 at 8,469 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

IHT Wealth Management first reported a position in CGSM in Q1 2025 and has held it in 6 quarters since. The position peaked at $332K in Q1 2025. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

IHT Wealth Management held 8,469 shares of Capital Group Short Duration Municipal Income ETF worth $223K as of Q2 2026.
IHT Wealth Management left its Capital Group Short Duration Municipal Income ETF share count unchanged in Q2 2026.
Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1135 holding.
IHT Wealth Management first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
IHT Wealth Management's Capital Group Short Duration Municipal Income ETF position peaked at $332K in Q1 2025.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.