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

KWB Wealth’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 Q3	$245K	Buy	+9,518	New	+$249K	0.02%	166

Other funds holding CGSM

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Total Clarity Wealth Management St. Charles, Illinois $518M AUM 17.26% 1-Year Est. Return

KWB Wealth's CGSM Position: Q3 2026 in Review

KWB Wealth opened a new position in Capital Group Short Duration Municipal Income ETF (CGSM) in Q3 2026: 9,518 shares worth $245K. The stake represents 0.02% of the portfolio and ranks #166 among its holdings.

77 funds tracked by Wall St. Rank hold CGSM as of Q3 2026.

KWB Wealth held 9,518 shares of Capital Group Short Duration Municipal Income ETF worth $245K as of Q3 2026.
Capital Group Short Duration Municipal Income ETF was a new KWB Wealth position in Q3 2026.
Capital Group Short Duration Municipal Income ETF made up 0.02% of KWB Wealth's portfolio in Q3 2026, its #166 holding.
77 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.