LC
CGSM icon

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
Q2 		$776K Buy
29,392
+7,613
+35% +$201K 0.14% 57
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 $484B AUM 34.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Landaas & Company's CGSM Position: Q2 2026 in Review

Landaas & Company increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 35% in Q2 2026, buying an estimated $201K and bringing the position to 29,392 shares worth $776K. The position accounts for 0.14% of the portfolio, ranked #57.

Landaas & Company first reported a position in CGSM in Q3 2025 and has held it in 4 quarters since. The position peaked at $822K in Q4 2025. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

  • Landaas & Company held 29,392 shares of Capital Group Short Duration Municipal Income ETF worth $776K as of Q2 2026.
  • Landaas & Company bought 7,613 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $201K.
  • Capital Group Short Duration Municipal Income ETF made up 0.14% of Landaas & Company's portfolio in Q2 2026, its #57 holding.
  • Landaas & Company first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Landaas & Company's Capital Group Short Duration Municipal Income ETF position peaked at $822K in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Landaas & Company's 13F filing for Q2 2026, filed 21 Jul 2026.