Northwestern Mutual Wealth Management’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Northwestern Mutual Wealth Management’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	$305M	Buy	11,567,287 +10,462,597	+947%	+$276M	0.16%	77
2026 Q1	$29M	Buy	1,104,690 +746,997	+209%	+$19.8M	0.02%	364
2025 Q4	$9.42M	Buy	357,693 +210,171	+142%	+$5.54M	0.01%	590
2025 Q3	$3.89M	Buy	147,522 +31,168	+27%	+$819K	﹤0.01%	814
2025 Q2	$3.03M	Buy	116,354 +60,623	+109%	+$1.57M	﹤0.01%	832
2025 Q1	$1.45M	Buy	+55,731	New	+$1.45M	﹤0.01%	993
2024 Q2	–	Sell	-52,283	Closed	-$1.34M	–	3537
2024 Q1	$1.34M	Buy	52,283 +50,945	+3,808%	+$1.31M	﹤0.01%	919
2023 Q4	$34.6K	Buy	+1,338	New	+$33.9K	﹤0.01%	2199

Other funds holding CGSM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management's CGSM Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 947% in Q2 2026, buying an estimated $276M and bringing the position to 11,567,287 shares worth $305M. The position accounts for 0.16% of the portfolio, ranked #77.

Northwestern Mutual Wealth Management first reported a position in CGSM in Q4 2023 and has held it in 8 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Northwestern Mutual Wealth Management held 11,567,287 shares of Capital Group Short Duration Municipal Income ETF worth $305M as of Q2 2026.
Northwestern Mutual Wealth Management bought 10,462,597 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $276M.
Capital Group Short Duration Municipal Income ETF made up 0.16% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #77 holding.
Northwestern Mutual Wealth Management first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2023 and has held it in 8 quarters since.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.