Tribridge Partners Financial’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Tribridge Partners Financial’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	$2.13M	Buy	80,765 +7,748	+11%	+$205K	0.88%	17
2025 Q4	$1.92M	Buy	73,017 +27,389	+60%	+$722K	0.81%	17
2025 Q3	$1.2M	Buy	45,628 +18,780	+70%	+$493K	0.55%	19
2025 Q2	$700K	Buy	+26,848	New	+$697K	0.41%	21

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

Tribridge Partners Financial's CGSM Position: Q1 2026 in Review

Tribridge Partners Financial increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 11% in Q1 2026, buying an estimated $205K and bringing the position to 80,765 shares worth $2.13M. The position accounts for 0.88% of the portfolio, ranked #17.

Tribridge Partners Financial first reported a position in CGSM in Q2 2025 and has held it in 4 quarters since. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

Tribridge Partners Financial held 80,765 shares of Capital Group Short Duration Municipal Income ETF worth $2.13M as of Q1 2026.
Tribridge Partners Financial bought 7,748 Capital Group Short Duration Municipal Income ETF shares in Q1 2026, an estimated $205K.
Capital Group Short Duration Municipal Income ETF made up 0.88% of Tribridge Partners Financial's portfolio in Q1 2026, its #17 holding.
Tribridge Partners Financial first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2025 and has held it in 4 quarters since.
148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on Tribridge Partners Financial's 13F filing for Q1 2026, filed 15 Apr 2026.