Richards, Merrill & Peterson’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Richards, Merrill & Peterson’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	$539K	Sell	20,425 -375	-2%	-$9.88K	0.17%	118
2026 Q1	$547K	Sell	20,800 -25	-0.1%	-$662	0.2%	108
2025 Q4	$549K	Buy	20,825 +925	+5%	+$24.4K	0.21%	106
2025 Q3	$525K	Buy	19,900 +1,000	+5%	+$26.3K	0.23%	110
2025 Q2	$493K	Hold	18,900	–	–	0.23%	105
2025 Q1	$492K	Buy	18,900 +13,900	+278%	+$363K	0.26%	91
2024 Q4	$130K	Buy	+5,000	New	+$131K	0.07%	171

Other funds holding CGSM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Richards, Merrill & Peterson's CGSM Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 1.8% in Q2 2026, selling an estimated $9.88K and leaving 20,425 shares worth $539K. The position accounts for 0.17% of the portfolio, ranked #118.

Richards, Merrill & Peterson first reported a position in CGSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $549K in Q4 2025. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Richards, Merrill & Peterson held 20,425 shares of Capital Group Short Duration Municipal Income ETF worth $539K as of Q2 2026.
Richards, Merrill & Peterson sold 375 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $9.88K.
Capital Group Short Duration Municipal Income ETF made up 0.17% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #118 holding.
Richards, Merrill & Peterson first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
Richards, Merrill & Peterson's Capital Group Short Duration Municipal Income ETF position peaked at $549K in Q4 2025.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.