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 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 $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Northwestern Mutual Wealth Management's CGSM Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 209% in Q1 2026, buying an estimated $19.8M and bringing the position to 1,104,690 shares worth $29M. The position accounts for 0.02% of the portfolio, ranked #364.

Northwestern Mutual Wealth Management first reported a position in CGSM in Q4 2023 and has held it in 7 quarters since. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

Northwestern Mutual Wealth Management held 1,104,690 shares of Capital Group Short Duration Municipal Income ETF worth $29M as of Q1 2026.
Northwestern Mutual Wealth Management bought 746,997 Capital Group Short Duration Municipal Income ETF shares in Q1 2026, an estimated $19.8M.
Capital Group Short Duration Municipal Income ETF made up 0.02% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #364 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 7 quarters since.
148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.