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Strategic Blueprint’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Strategic Blueprint’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 		$354K Buy
13,409
+905
+7% +$23.8K 0.02% 542
2026
Q1 		$329K Buy
12,504
+701
+6% +$18.6K 0.02% 501
2025
Q4 		$311K Buy
+11,803
New +$311K 0.02% 518

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

Strategic Blueprint's CGSM Position: Q2 2026 in Review

Strategic Blueprint increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 7.2% in Q2 2026, buying an estimated $23.8K and bringing the position to 13,409 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #542.

Strategic Blueprint first reported a position in CGSM in Q4 2025 and has held it in 3 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

  • Strategic Blueprint held 13,409 shares of Capital Group Short Duration Municipal Income ETF worth $354K as of Q2 2026.
  • Strategic Blueprint bought 905 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $23.8K.
  • Capital Group Short Duration Municipal Income ETF made up 0.02% of Strategic Blueprint's portfolio in Q2 2026, its #542 holding.
  • Strategic Blueprint first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 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 Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.