Bank of America
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Bank of America’s Capital Group Municipal Income ETF CGMU Stock Holding History

Bank of America’s Portfolio CGMU Stock Details CGMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$46.1M Buy
1,696,201
+924,704
+120% +$25.5M ﹤0.01% 1658
2025
Q4 		$21.1M Buy
771,497
+221,189
+40% +$6.06M ﹤0.01% 2259
2025
Q3 		$15M Buy
550,308
+323,635
+143% +$8.7M ﹤0.01% 2883
2025
Q2 		$6.05M Buy
226,673
+200,749
+774% +$5.33M ﹤0.01% 3696
2025
Q1 		$695K Buy
25,924
+23,904
+1,183% +$646K ﹤0.01% 5474
2024
Q4 		$54.4K Hold
2,020
– – ﹤0.01% 6608
2024
Q3 		$55.5K Hold
2,020
– – ﹤0.01% 6514
2024
Q2 		$54.2K Buy
+2,020
New +$54.2K ﹤0.01% 6490
2023
Q1 		– Sell
-868
Closed -$22.7K – 7846
2022
Q4 		$22.7K Buy
+868
New +$22.6K ﹤0.01% 6693

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America's CGMU Position: Q1 2026 in Review

Bank of America increased its Capital Group Municipal Income ETF (CGMU) stake by 120% in Q1 2026, buying an estimated $25.5M and bringing the position to 1,696,201 shares worth $46.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Bank of America first reported a position in CGMU in Q4 2022 and has held it in 9 quarters since. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

  • Bank of America held 1,696,201 shares of Capital Group Municipal Income ETF worth $46.1M as of Q1 2026.
  • Bank of America bought 924,704 Capital Group Municipal Income ETF shares in Q1 2026, an estimated $25.5M.
  • Capital Group Municipal Income ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1658 holding.
  • Bank of America first reported a position in Capital Group Municipal Income ETF in Q4 2022 and has held it in 9 quarters since.
  • 330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.