As of the latest SEC filings, CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF (CGSM) is held by 2 institutional funds. The largest fund shareholder is American Funds Tax-Aware Conservative Growth and Income Portfolio (TAIAX), holding an estimated $225,466,621.52 in market value, representing 3.47% of its portfolio.
Funds holding CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF (CGSM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CGSM
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
TAIAX
American Funds Tax-Aware Conservative Growth and Income Portfolio
|
MF | Capital Group / American Funds | 3.47% | $225,466,621.52 | 8,566,361 | Apr 30, 2026 | Jun 26, 2026 |
|
TEPAX
American Funds Tax-Exempt Preservation Portfolio
|
MF | Capital Group / American Funds | 29.91% | $118,330,324.56 | 4,495,833 | Apr 30, 2026 | Jun 26, 2026 |
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