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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
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%	+$124K	0.69%	27
2024 Q2	$1.62M	Buy	+62,969	New	+$1.62M	0.67%	26