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 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bare Financial Services's CGMU Position: Q1 2026 in Review

Bare Financial Services increased its Capital Group Municipal Income ETF (CGMU) stake by 143% in Q1 2026, buying an estimated $490K and bringing the position to 30,150 shares worth $819K. The position accounts for 0.22% of the portfolio, ranked #32.

Bare Financial Services first reported a position in CGMU in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.46M in Q3 2024. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

Bare Financial Services held 30,150 shares of Capital Group Municipal Income ETF worth $819K as of Q1 2026.
Bare Financial Services bought 17,755 Capital Group Municipal Income ETF shares in Q1 2026, an estimated $490K.
Capital Group Municipal Income ETF made up 0.22% of Bare Financial Services's portfolio in Q1 2026, its #32 holding.
Bare Financial Services first reported a position in Capital Group Municipal Income ETF in Q4 2023 and has held it in 10 quarters since.
Bare Financial Services's Capital Group Municipal Income ETF position peaked at $1.46M in Q3 2024.
330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.