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 Q2	$2.22M	Buy	84,571 +3,806	+5%	+$100K	0.87%	18
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 $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

Tribridge Partners Financial's CGSM Position: Q2 2026 in Review

Tribridge Partners Financial increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 4.7% in Q2 2026, buying an estimated $100K and bringing the position to 84,571 shares worth $2.22M. The position accounts for 0.87% of the portfolio, ranked #18.

Tribridge Partners Financial first reported a position in CGSM in Q2 2025 and has held it in 5 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Tribridge Partners Financial held 84,571 shares of Capital Group Short Duration Municipal Income ETF worth $2.22M as of Q2 2026.
Tribridge Partners Financial bought 3,806 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $100K.
Capital Group Short Duration Municipal Income ETF made up 0.87% of Tribridge Partners Financial's portfolio in Q2 2026, its #18 holding.
Tribridge Partners Financial first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Tribridge Partners Financial's 13F filing for Q2 2026, filed 4 Aug 2026.