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 Q3	$218K	Hold	8,501	–	–	0.01%	604
2026 Q2	$224K	Hold	8,501	–	–	0.01%	590
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

Thoroughbred Financial Services's CGSM Position: Q3 2026 in Review

Thoroughbred Financial Services held its Capital Group Short Duration Municipal Income ETF (CGSM) position steady in Q3 2026 at 8,501 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #604.

Thoroughbred Financial Services first reported a position in CGSM in Q4 2024 and has held it in 8 quarters since. The position peaked at $325K in Q3 2025. 109 funds tracked by Wall St. Rank hold CGSM as of Q3 2026.

Thoroughbred Financial Services held 8,501 shares of Capital Group Short Duration Municipal Income ETF worth $218K as of Q3 2026.
Thoroughbred Financial Services left its Capital Group Short Duration Municipal Income ETF share count unchanged in Q3 2026.
Capital Group Short Duration Municipal Income ETF made up 0.01% of Thoroughbred Financial Services's portfolio in Q3 2026, its #604 holding.
Thoroughbred Financial Services first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2024 and has held it in 8 quarters since.
Thoroughbred Financial Services's Capital Group Short Duration Municipal Income ETF position peaked at $325K in Q3 2025.
109 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q3 2026.

Based on Thoroughbred Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.