Sard Wealth Management Group’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Sard Wealth Management Group’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	$1.77M	Buy	67,127 +53,924	+408%	+$1.42M	0.85%	16
2026 Q1	$347K	Buy	+13,203	New	+$350K	0.19%	43

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

Sard Wealth Management Group's CGSM Position: Q2 2026 in Review

Sard Wealth Management Group increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 408% in Q2 2026, buying an estimated $1.42M and bringing the position to 67,127 shares worth $1.77M. The position accounts for 0.85% of the portfolio, ranked #16.

Sard Wealth Management Group first reported a position in CGSM in Q1 2026 and has held it in 2 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Sard Wealth Management Group held 67,127 shares of Capital Group Short Duration Municipal Income ETF worth $1.77M as of Q2 2026.
Sard Wealth Management Group bought 53,924 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $1.42M.
Capital Group Short Duration Municipal Income ETF made up 0.85% of Sard Wealth Management Group's portfolio in Q2 2026, its #16 holding.
Sard Wealth Management Group first reported a position in Capital Group Short Duration Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.