Stonebridge Financial Group (Pennsylvania)’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	–	Sell	-8,409	Closed	-$221K	–	278
2026 Q1	$221K	Hold	8,409	–	–	0.02%	242
2025 Q4	$221K	Hold	8,409	–	–	0.02%	235
2025 Q3	$222K	Buy	+8,409	New	+$221K	0.02%	227

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s CGSM Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Capital Group Short Duration Municipal Income ETF (CGSM) in Q2 2026, closing a stake of 8,409 shares — an estimated $221K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in CGSM in Q3 2025 and held it in 3 quarters. The position peaked at $222K in Q3 2025. 138 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) reported no remaining Capital Group Short Duration Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
Stonebridge Financial Group (Pennsylvania) sold 8,409 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $221K.
Stonebridge Financial Group (Pennsylvania) first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2025 and held it in 3 quarters.
Stonebridge Financial Group (Pennsylvania)'s Capital Group Short Duration Municipal Income ETF position peaked at $222K in Q3 2025.
138 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.