TrueWealth Advisors’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

TrueWealth Advisors’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	$334K	Hold	12,978	–	–	0.08%	189
2026 Q2	$342K	Sell	12,978 -682	-5%	-$18K	0.08%	186
2026 Q1	$359K	Sell	13,660 -984	-7%	-$26.1K	0.09%	178
2025 Q4	$386K	Sell	14,644 -956	-6%	-$25.2K	0.1%	166
2025 Q3	$411K	Buy	15,600 +1,484	+11%	+$39K	0.11%	151
2025 Q2	$368K	Sell	14,116 -2,559	-15%	-$66.4K	0.11%	151
2025 Q1	$434K	Sell	16,675 -137	-0.8%	-$3.57K	0.14%	125
2024 Q4	$437K	Buy	16,812 +2,573	+18%	+$67.3K	0.15%	133
2024 Q3	$374K	Buy	14,239 +2,880	+25%	+$75.2K	0.12%	151
2024 Q2	$292K	Buy	+11,359	New	+$292K	0.11%	162

Other funds holding CGSM

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

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

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 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

TrueWealth Advisors's CGSM Position: Q3 2026 in Review

TrueWealth Advisors held its Capital Group Short Duration Municipal Income ETF (CGSM) position steady in Q3 2026 at 12,978 shares worth $334K. The position accounts for 0.08% of the portfolio, ranked #189.

TrueWealth Advisors first reported a position in CGSM in Q2 2024 and has held it in 10 quarters since. The position peaked at $437K in Q4 2024. 135 funds tracked by Wall St. Rank hold CGSM as of Q3 2026.

TrueWealth Advisors held 12,978 shares of Capital Group Short Duration Municipal Income ETF worth $334K as of Q3 2026.
TrueWealth Advisors left its Capital Group Short Duration Municipal Income ETF share count unchanged in Q3 2026.
Capital Group Short Duration Municipal Income ETF made up 0.08% of TrueWealth Advisors's portfolio in Q3 2026, its #189 holding.
TrueWealth Advisors first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2024 and has held it in 10 quarters since.
TrueWealth Advisors's Capital Group Short Duration Municipal Income ETF position peaked at $437K in Q4 2024.
135 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.