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 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 $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Royal Harbor Partners's CGSM Position: Q1 2026 in Review

Royal Harbor Partners increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 4.2% in Q1 2026, buying an estimated $119K and bringing the position to 110,981 shares worth $2.92M. The position accounts for 0.99% of the portfolio, ranked #28.

Royal Harbor Partners first reported a position in CGSM in Q2 2024 and has held it in 8 quarters since. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

Royal Harbor Partners held 110,981 shares of Capital Group Short Duration Municipal Income ETF worth $2.92M as of Q1 2026.
Royal Harbor Partners bought 4,472 Capital Group Short Duration Municipal Income ETF shares in Q1 2026, an estimated $119K.
Capital Group Short Duration Municipal Income ETF made up 0.99% of Royal Harbor Partners's portfolio in Q1 2026, its #28 holding.
Royal Harbor Partners first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2024 and has held it in 8 quarters since.
148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on Royal Harbor Partners's 13F filing for Q1 2026, filed 24 Apr 2026.