Jones Financial Companies’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.76M	Buy	182,402 +132,776	+268%	+$3.46M	﹤0.01%	511
2025 Q1	$1.29M	Buy	49,626 +36,074	+266%	+$938K	﹤0.01%	777
2024 Q4	$352K	Buy	13,552 +13,052	+2,610%	+$339K	﹤0.01%	1126
2024 Q3	$13.1K	Buy	+500	New	+$13.1K	﹤0.01%	2115