Keeler & Nadler Financial Planning & Wealth Management’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	$1.7M	Buy	65,227 +27,767	+74%	+$724K	0.68%	30
2025 Q1	$974K	Buy	37,460 +3,993	+12%	+$104K	0.44%	34
2024 Q4	$869K	Buy	33,467 +13,116	+64%	+$341K	0.41%	35
2024 Q3	$534K	Buy	20,351 +11,487	+130%	+$302K	0.26%	41
2024 Q2	$228K	Buy	+8,864	New	+$228K	0.13%	58