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

Wood Tarver Financial Group’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	$379K	Buy	14,370 +27	+0.2%	+$711	0.09%	116
2026 Q1	$376K	Buy	14,343 +29	+0.2%	+$768	0.1%	108
2025 Q4	$377K	Buy	14,314 +31	+0.2%	+$817	0.11%	109
2025 Q3	$376K	Buy	14,283 +30	+0.2%	+$788	0.11%	110
2025 Q2	$371K	Buy	14,253 +30	+0.2%	+$778	0.11%	102
2025 Q1	$370K	Buy	14,223 +28	+0.2%	+$730	0.12%	96
2024 Q4	$368K	Buy	+14,195	New	+$371K	0.12%	95

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 22.9% 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

Wood Tarver Financial Group's CGSM Position: Q2 2026 in Review

Wood Tarver Financial Group increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 0.19% in Q2 2026, buying an estimated $711 and bringing the position to 14,370 shares worth $379K. The position accounts for 0.09% of the portfolio, ranked #116.

Wood Tarver Financial Group first reported a position in CGSM in Q4 2024 and has held it in 7 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Wood Tarver Financial Group held 14,370 shares of Capital Group Short Duration Municipal Income ETF worth $379K as of Q2 2026.
Wood Tarver Financial Group bought 27 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $711.
Capital Group Short Duration Municipal Income ETF made up 0.09% of Wood Tarver Financial Group's portfolio in Q2 2026, its #116 holding.
Wood Tarver Financial Group first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.