OHWA
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Oak Hill Wealth Advisors’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Oak Hill Wealth Advisors’s Portfolio CGSM Stock Details CGSM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$481K Sell
18,434
-5,638
-23% -$147K 0.1% 97
2025
Q1 		$626K Buy
24,072
+11,447
+91% +$298K 0.15% 72
2024
Q4 		$328K Buy
+12,625
New +$328K 0.08% 106