Bare Financial Services’s Capital Group Municipal Income ETF CGMU Stock Holding History

Bare Financial Services’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 Q3	$877K	Buy	33,798 +3,648	+12%	+$98.3K	0.2%	35
2026 Q2	$828K	Hold	30,150	–	–	0.19%	34
2026 Q1	$819K	Buy	30,150 +17,755	+143%	+$490K	0.22%	32
2025 Q4	$339K	Buy	12,395 +8,538	+221%	+$234K	0.09%	40
2025 Q3	$105K	Buy	3,857 +32	+0.8%	+$860	0.03%	57
2025 Q2	$102K	Buy	3,825 +32	+0.8%	+$850	0.03%	53
2025 Q1	$102K	Buy	3,793 +31	+0.8%	+$838	0.04%	49
2024 Q4	$101K	Sell	3,762 -49,578	-93%	-$1.35M	0.04%	48
2024 Q3	$1.46M	Buy	53,340 +21	+0%	+$572	0.6%	23
2024 Q2	$1.45M	Buy	53,319 +26	+0%	+$697	0.76%	24
2024 Q1	$1.42M	Buy	53,293 +3,075	+6%	+$83.1K	1.36%	21
2023 Q4	$1.36M	Buy	+50,218	New	+$1.31M	2.74%	11

Other funds holding CGMU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return

Bare Financial Services's CGMU Position: Q3 2026 in Review

Bare Financial Services increased its Capital Group Municipal Income ETF (CGMU) stake by 12% in Q3 2026, buying an estimated $98.3K and bringing the position to 33,798 shares worth $877K. The position accounts for 0.2% of the portfolio, ranked #35.

Bare Financial Services first reported a position in CGMU in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.46M in Q3 2024. 240 funds tracked by Wall St. Rank hold CGMU as of Q3 2026.

Bare Financial Services held 33,798 shares of Capital Group Municipal Income ETF worth $877K as of Q3 2026.
Bare Financial Services bought 3,648 Capital Group Municipal Income ETF shares in Q3 2026, an estimated $98.3K.
Capital Group Municipal Income ETF made up 0.2% of Bare Financial Services's portfolio in Q3 2026, its #35 holding.
Bare Financial Services first reported a position in Capital Group Municipal Income ETF in Q4 2023 and has held it in 12 quarters since.
Bare Financial Services's Capital Group Municipal Income ETF position peaked at $1.46M in Q3 2024.
240 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.