Truist Financial’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	$2.48M	Buy	95,039 +5,444	+6%	+$142K	﹤0.01%	1168
2025 Q1	$2.33M	Buy	89,595 +9,074	+11%	+$236K	﹤0.01%	1145
2024 Q4	$2.09M	Buy	80,521 +5,843	+8%	+$152K	﹤0.01%	1206
2024 Q3	$1.96M	Buy	+74,678	New	+$1.96M	﹤0.01%	1232