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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
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 $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Sittner & Nelson's CGSM Position: Q4 2025 in Review

Sittner & Nelson sold out of Capital Group Short Duration Municipal Income ETF (CGSM) in Q4 2025, closing a stake of 2,000 shares — an estimated $52.7K sold.

Sittner & Nelson first reported a position in CGSM in Q2 2025 and held it in 2 quarters. The position peaked at $52.7K in Q3 2025. 132 funds tracked by Wall St. Rank hold CGSM as of Q4 2025.

  • Sittner & Nelson reported no remaining Capital Group Short Duration Municipal Income ETF position as of Q4 2025 after selling out during the quarter.
  • Sittner & Nelson sold 2,000 Capital Group Short Duration Municipal Income ETF shares in Q4 2025, an estimated $52.7K.
  • Sittner & Nelson first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2025 and held it in 2 quarters.
  • Sittner & Nelson's Capital Group Short Duration Municipal Income ETF position peaked at $52.7K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q4 2025.

Based on Sittner & Nelson's 13F filing for Q4 2025, filed 11 Feb 2026.