Royal Harbor Partners’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Royal Harbor Partners’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	–	Sell	-110,981	Closed	-$2.92M	–	58
2026 Q1	$2.92M	Buy	110,981 +4,472	+4%	+$119K	0.99%	28
2025 Q4	$2.81M	Buy	106,509 +2,863	+3%	+$75.5K	0.93%	25
2025 Q3	$2.73M	Buy	103,646 +35,962	+53%	+$945K	0.93%	26
2025 Q2	$1.77M	Hold	67,684	–	–	0.65%	29
2025 Q1	$1.76M	Hold	67,684	–	–	0.68%	29
2024 Q4	$1.76M	Hold	67,684	–	–	0.66%	26
2024 Q3	$1.78M	Buy	67,684 +4,715	+7%	+$123K	0.69%	27
2024 Q2	$1.62M	Buy	+62,969	New	+$1.62M	0.67%	26

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

Royal Harbor Partners's CGSM Position: Q2 2026 in Review

Royal Harbor Partners sold out of Capital Group Short Duration Municipal Income ETF (CGSM) in Q2 2026, closing a stake of 110,981 shares — an estimated $2.92M sold.

Royal Harbor Partners first reported a position in CGSM in Q2 2024 and held it in 8 quarters. The position peaked at $2.92M in Q1 2026. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Royal Harbor Partners reported no remaining Capital Group Short Duration Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
Royal Harbor Partners sold 110,981 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $2.92M.
Royal Harbor Partners first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2024 and held it in 8 quarters.
Royal Harbor Partners's Capital Group Short Duration Municipal Income ETF position peaked at $2.92M in Q1 2026.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Royal Harbor Partners's 13F filing for Q2 2026, filed 27 Jul 2026.