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CGSM icon

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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
CIM
Capital Investment Management Lees Summit, Missouri $326M AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

TrueWealth Advisors's CGSM Position: Q2 2026 in Review

TrueWealth Advisors reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 5% in Q2 2026, selling an estimated $18K and leaving 12,978 shares worth $342K. The position accounts for 0.08% of the portfolio, ranked #186.

TrueWealth Advisors first reported a position in CGSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $437K in Q4 2024. 17 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

  • TrueWealth Advisors held 12,978 shares of Capital Group Short Duration Municipal Income ETF worth $342K as of Q2 2026.
  • TrueWealth Advisors sold 682 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $18K.
  • Capital Group Short Duration Municipal Income ETF made up 0.08% of TrueWealth Advisors's portfolio in Q2 2026, its #186 holding.
  • TrueWealth Advisors first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2024 and has held it in 9 quarters since.
  • TrueWealth Advisors's Capital Group Short Duration Municipal Income ETF position peaked at $437K in Q4 2024.
  • 17 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.