LPL Financial
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LPL Financial’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

LPL Financial’s Portfolio CGSM Stock Details CGSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$25.4M Buy
972,516
+171,075
+21% +$4.46M 0.01% 1103
2025
Q1 		$20.8M Buy
801,441
+174,825
+28% +$4.55M 0.01% 1128
2024
Q4 		$16.3M Buy
626,616
+520,202
+489% +$13.5M 0.01% 1205
2024
Q3 		$2.79M Buy
+106,414
New +$2.79M ﹤0.01% 2409