Peterson Wealth Advisors’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Peterson Wealth Advisors’s Portfolio CGSM Stock Details CGSM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$630K	Buy
2025 Q2	$287K	Sell
2025 Q1	$316K	Buy
2024 Q4	$306K	Buy
2024 Q3	$283K	Buy
2024 Q2	$260K	Buy