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Sittner & Nelson’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Sittner & Nelson’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 		$145K Buy
+5,500
New +$145K 0.05% 208
2025
Q4 		– Sell
-2,000
Closed -$52.7K – 538
2025
Q3 		$52.7K Hold
2,000
– – 0.02% 251
2025
Q2 		$52.2K Buy
+2,000
New +$51.9K 0.02% 246

Other funds holding CGSM

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Sittner & Nelson's CGSM Position: Q2 2026 in Review

Sittner & Nelson opened a new position in Capital Group Short Duration Municipal Income ETF (CGSM) in Q2 2026: 5,500 shares worth $145K. The stake represents 0.05% of the portfolio and ranks #208 among its holdings. This is a return to the name: Sittner & Nelson previously reported a position in CGSM as recently as Q3 2025.

Sittner & Nelson first reported a position in CGSM in Q2 2025 and has held it in 3 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

  • Sittner & Nelson held 5,500 shares of Capital Group Short Duration Municipal Income ETF worth $145K as of Q2 2026.
  • Capital Group Short Duration Municipal Income ETF was a new Sittner & Nelson position in Q2 2026.
  • Capital Group Short Duration Municipal Income ETF made up 0.05% of Sittner & Nelson's portfolio in Q2 2026, its #208 holding.
  • Sittner & Nelson first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2025 and has held it in 3 quarters since.
  • 162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.