Bay Colony Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

Bay Colony Advisors’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 Q2	$2.33M	Sell	84,849 -27,706	-25%	-$758K	0.26%	78
2026 Q1	$3.06M	Buy	112,555 +9,954	+10%	+$275K	0.37%	55
2025 Q4	$2.81M	Buy	102,601 +7,653	+8%	+$210K	0.34%	57
2025 Q3	$2.59M	Sell	94,948 -6,859	-7%	-$184K	0.31%	69
2025 Q2	$2.72M	Buy	101,807 +151	+0.1%	+$4.01K	0.38%	57
2025 Q1	$2.72M	Sell	101,656 -5,702	-5%	-$154K	0.41%	47
2024 Q4	$2.89M	Buy	+107,358	New	+$2.92M	0.43%	49

Other funds holding CGMU

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bay Colony Advisors's CGMU Position: Q2 2026 in Review

Bay Colony Advisors reduced its Capital Group Municipal Income ETF (CGMU) stake by 25% in Q2 2026, selling an estimated $758K and leaving 84,849 shares worth $2.33M. The position accounts for 0.26% of the portfolio, ranked #78.

Bay Colony Advisors first reported a position in CGMU in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.06M in Q1 2026. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Bay Colony Advisors held 84,849 shares of Capital Group Municipal Income ETF worth $2.33M as of Q2 2026.
Bay Colony Advisors sold 27,706 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $758K.
Capital Group Municipal Income ETF made up 0.26% of Bay Colony Advisors's portfolio in Q2 2026, its #78 holding.
Bay Colony Advisors first reported a position in Capital Group Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
Bay Colony Advisors's Capital Group Municipal Income ETF position peaked at $3.06M in Q1 2026.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.