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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$493K Hold
18,900
– – 0.23% 105
2025
Q1 		$492K Buy
18,900
+13,900
+278% +$362K 0.26% 91
2024
Q4 		$130K Buy
+5,000
New +$130K 0.07% 171