IAA
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Independent Advisor Alliance’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Independent Advisor Alliance’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 		– Sell
-9,300
Closed -$244K – 1128
2026
Q1 		$244K Buy
+9,300
New +$246K ﹤0.01% 1416

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

Independent Advisor Alliance's CGSM Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Capital Group Short Duration Municipal Income ETF (CGSM) in Q2 2026, closing a stake of 9,300 shares — an estimated $244K sold.

Independent Advisor Alliance first reported a position in CGSM in Q1 2026 and held it in 1 quarter. The position peaked at $244K in Q1 2026. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Capital Group Short Duration Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 9,300 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $244K.
  • Independent Advisor Alliance first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Capital Group Short Duration Municipal Income ETF position peaked at $244K in Q1 2026.
  • 162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.