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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$368K	Sell	14,116 -2,559	-15%	-$66.7K	0.11%	151
2025 Q1	$434K	Sell	16,675 -137	-0.8%	-$3.56K	0.14%	125
2024 Q4	$437K	Buy	16,812 +2,573	+18%	+$66.8K	0.15%	133
2024 Q3	$374K	Buy	14,239 +2,880	+25%	+$75.6K	0.12%	151
2024 Q2	$292K	Buy	+11,359	New	+$292K	0.11%	162