Thoroughbred Financial Services’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Thoroughbred Financial Services’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	$223K	Hold	8,501	–	–	0.01%	544
2025 Q4	$223K	Sell	8,501 -3,829	-31%	-$101K	0.01%	533
2025 Q3	$325K	Buy	12,330 +761	+7%	+$20K	0.02%	461
2025 Q2	$301K	Hold	11,569	–	–	0.02%	464
2025 Q1	$300K	Hold	11,569	–	–	0.02%	541
2024 Q4	$300K	Buy	+11,569	New	+$302K	0.02%	534

Other funds holding CGSM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Thoroughbred Financial Services's CGSM Position: Q1 2026 in Review

Thoroughbred Financial Services held its Capital Group Short Duration Municipal Income ETF (CGSM) position steady in Q1 2026 at 8,501 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #544.

Thoroughbred Financial Services first reported a position in CGSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $325K in Q3 2025. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

Thoroughbred Financial Services held 8,501 shares of Capital Group Short Duration Municipal Income ETF worth $223K as of Q1 2026.
Thoroughbred Financial Services left its Capital Group Short Duration Municipal Income ETF share count unchanged in Q1 2026.
Capital Group Short Duration Municipal Income ETF made up 0.01% of Thoroughbred Financial Services's portfolio in Q1 2026, its #544 holding.
Thoroughbred Financial Services first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2024 and has held it in 6 quarters since.
Thoroughbred Financial Services's Capital Group Short Duration Municipal Income ETF position peaked at $325K in Q3 2025.
148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.