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Landaas & Company’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Landaas & Company’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
Q1 		$572K Sell
21,779
-9,441
-30% -$250K 0.13% 59
2025
Q4 		$822K Buy
31,220
+21,779
+231% +$574K 0.18% 42
2025
Q3 		$249K Buy
+9,441
New +$248K 0.06% 95

Other funds holding CGSM

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Landaas & Company's CGSM Position: Q1 2026 in Review

Landaas & Company reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 30% in Q1 2026, selling an estimated $250K and leaving 21,779 shares worth $572K. The position accounts for 0.13% of the portfolio, ranked #59.

Landaas & Company first reported a position in CGSM in Q3 2025 and has held it in 3 quarters since. The position peaked at $822K in Q4 2025. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

  • Landaas & Company held 21,779 shares of Capital Group Short Duration Municipal Income ETF worth $572K as of Q1 2026.
  • Landaas & Company sold 9,441 Capital Group Short Duration Municipal Income ETF shares in Q1 2026, an estimated $250K.
  • Capital Group Short Duration Municipal Income ETF made up 0.13% of Landaas & Company's portfolio in Q1 2026, its #59 holding.
  • Landaas & Company first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Landaas & Company's Capital Group Short Duration Municipal Income ETF position peaked at $822K in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on Landaas & Company's 13F filing for Q1 2026, filed 30 Apr 2026.