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

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

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. 162 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.
162 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.