P.J. Schmidt Investment Management (PJS)’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.43M Buy
52,689
+15,734
+43% +$434K 0.24% 65
2025
Q4
$1.02M Buy
36,955
+2,498
+7% +$69.2K 0.17% 79
2025
Q3
$956K Buy
34,457
+5,240
+18% +$145K 0.16% 83
2025
Q2
$807K Sell
29,217
-81
-0.3% -$2.19K 0.14% 86
2025
Q1
$800K Buy
29,298
+1,903
+7% +$52.2K 0.15% 83
2024
Q4
$747K Buy
27,395
+9,301
+51% +$256K 0.13% 87
2024
Q3
$504K Buy
18,094
+9,203
+104% +$253K 0.09% 112
2024
Q2
$239K Buy
+8,891
New +$239K 0.04% 164

Other funds holding CGMS