Truist Financial
CGSM icon

Truist Financial’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Truist Financial’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
Q1 		$11M Buy
419,385
+32,702
+8% +$867K 0.01% 583
2025
Q4 		$10.2M Buy
386,683
+279,654
+261% +$7.37M 0.01% 599
2025
Q3 		$2.82M Buy
107,029
+11,990
+13% +$315K ﹤0.01% 1166
2025
Q2 		$2.48M Buy
95,039
+5,444
+6% +$141K ﹤0.01% 1171
2025
Q1 		$2.33M Buy
89,595
+9,074
+11% +$237K ﹤0.01% 1149
2024
Q4 		$2.09M Buy
80,521
+5,843
+8% +$153K ﹤0.01% 1211
2024
Q3 		$1.96M Buy
+74,678
New +$1.95M ﹤0.01% 1239

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