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Tempus Wealth Planning’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Tempus Wealth Planning’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
Q1 		$280K Sell
10,653
-603
-5% -$16K 0.06% 226
2025
Q4 		$296K Buy
+11,256
New +$297K 0.07% 218
2024
Q4 		– Sell
-10,280
Closed -$270K – 251
2024
Q3 		$270K Buy
10,280
+1,402
+16% +$36.6K 0.1% 186
2024
Q2 		$229K Buy
+8,878
New +$228K 0.1% 179

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Tempus Wealth Planning's CGSM Position: Q1 2026 in Review

Tempus Wealth Planning reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 5.4% in Q1 2026, selling an estimated $16K and leaving 10,653 shares worth $280K. The position accounts for 0.06% of the portfolio, ranked #226.

Tempus Wealth Planning first reported a position in CGSM in Q2 2024 and has held it in 4 quarters since. The position peaked at $296K in Q4 2025. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

  • Tempus Wealth Planning held 10,653 shares of Capital Group Short Duration Municipal Income ETF worth $280K as of Q1 2026.
  • Tempus Wealth Planning sold 603 Capital Group Short Duration Municipal Income ETF shares in Q1 2026, an estimated $16K.
  • Capital Group Short Duration Municipal Income ETF made up 0.06% of Tempus Wealth Planning's portfolio in Q1 2026, its #226 holding.
  • Tempus Wealth Planning first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2024 and has held it in 4 quarters since.
  • Tempus Wealth Planning's Capital Group Short Duration Municipal Income ETF position peaked at $296K in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on Tempus Wealth Planning's 13F filing for Q1 2026, filed 29 Apr 2026.