Lakeside Advisors’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Lakeside Advisors’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	$1.9M	Buy	74,000 +29,000	+64%	+$760K	1.11%	20
2026 Q2	$1.19M	Buy	45,000 +12,000	+36%	+$316K	0.75%	26
2026 Q1	$867K	Buy	33,000 +21,500	+187%	+$570K	0.58%	31
2025 Q4	$303K	Buy	11,500 +2,000	+21%	+$52.7K	0.19%	55
2025 Q3	$250K	Hold	9,500	–	–	0.16%	57
2025 Q2	$248K	Hold	9,500	–	–	0.16%	57
2025 Q1	$247K	Buy	+9,500	New	+$248K	0.16%	59

Other funds holding CGSM

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 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

Lakeside Advisors's CGSM Position: Q3 2026 in Review

Lakeside Advisors increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 64% in Q3 2026, buying an estimated $760K and bringing the position to 74,000 shares worth $1.9M. The position accounts for 1.11% of the portfolio, ranked #20.

Lakeside Advisors first reported a position in CGSM in Q1 2025 and has held it in 7 quarters since. 130 funds tracked by Wall St. Rank hold CGSM as of Q3 2026.

Lakeside Advisors held 74,000 shares of Capital Group Short Duration Municipal Income ETF worth $1.9M as of Q3 2026.
Lakeside Advisors bought 29,000 Capital Group Short Duration Municipal Income ETF shares in Q3 2026, an estimated $760K.
Capital Group Short Duration Municipal Income ETF made up 1.11% of Lakeside Advisors's portfolio in Q3 2026, its #20 holding.
Lakeside Advisors first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2025 and has held it in 7 quarters since.
130 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.