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 Q2	$286K	Buy	10,851 +198	+2%	+$5.22K	0.06%	236
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 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Tempus Wealth Planning's CGSM Position: Q2 2026 in Review

Tempus Wealth Planning increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 1.9% in Q2 2026, buying an estimated $5.22K and bringing the position to 10,851 shares worth $286K. The position accounts for 0.06% of the portfolio, ranked #236.

Tempus Wealth Planning first reported a position in CGSM in Q2 2024 and has held it in 5 quarters since. The position peaked at $296K in Q4 2025. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Tempus Wealth Planning held 10,851 shares of Capital Group Short Duration Municipal Income ETF worth $286K as of Q2 2026.
Tempus Wealth Planning bought 198 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $5.22K.
Capital Group Short Duration Municipal Income ETF made up 0.06% of Tempus Wealth Planning's portfolio in Q2 2026, its #236 holding.
Tempus Wealth Planning first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2024 and has held it in 5 quarters since.
Tempus Wealth Planning's Capital Group Short Duration Municipal Income ETF position peaked at $296K in Q4 2025.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.