NBC Securities
CGSM icon

NBC Securities’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

NBC Securities’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 		$124K Buy
4,834
+1,921
+66% +$50.3K 0.01% 1017
2026
Q2 		$76.9K Hold
2,913
– – 0.01% 1149
2026
Q1 		$76.6K Hold
2,913
– – 0.01% 1171
2025
Q4 		$76.7K Buy
2,913
+183
+7% +$4.82K 0.01% 1174
2025
Q3 		$72K Buy
2,730
+526
+24% +$13.8K 0.01% 1185
2025
Q2 		$57K Buy
2,204
+891
+68% +$23.1K ﹤0.01% 1259
2025
Q1 		$34K Buy
1,313
+1,312
+131,200% +$34.2K ﹤0.01% 1283
2024
Q4 		$34 Buy
+1
New +$26 ﹤0.01% 1090

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Cambridge Investment Research Advisors
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Wealth Enhancement Advisory Services
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Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

NBC Securities's CGSM Position: Q3 2026 in Review

NBC Securities increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 66% in Q3 2026, buying an estimated $50.3K and bringing the position to 4,834 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #1017.

NBC Securities first reported a position in CGSM in Q4 2024 and has held it in 8 quarters since. 109 funds tracked by Wall St. Rank hold CGSM as of Q3 2026.

  • NBC Securities held 4,834 shares of Capital Group Short Duration Municipal Income ETF worth $124K as of Q3 2026.
  • NBC Securities bought 1,921 Capital Group Short Duration Municipal Income ETF shares in Q3 2026, an estimated $50.3K.
  • Capital Group Short Duration Municipal Income ETF made up 0.01% of NBC Securities's portfolio in Q3 2026, its #1017 holding.
  • NBC Securities first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2024 and has held it in 8 quarters since.
  • 109 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.