Wood Tarver Financial Group’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	$371K	Buy	14,253 +30	+0.2%	+$781	0.11%	102
2025 Q1	$370K	Buy	14,223 +28	+0.2%	+$728	0.12%	96
2024 Q4	$368K	Buy	+14,195	New	+$368K	0.12%	95