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

Jacobi Capital 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
2025 Q2	$831K	Buy
2025 Q1	$823K	Buy
2024 Q4	$568K	Buy
2024 Q3	$569K	Buy
2024 Q2	$223K	Buy