Capital Planning’s Capital Group Municipal Income ETF CGMU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.89M Sell
220,722
-8,005
-3% -$214K 1.85% 19
2025
Q1
$6.13M Buy
228,727
+25,450
+13% +$683K 1.72% 19
2024
Q4
$5.47M Buy
203,277
+8,138
+4% +$219K 1.44% 22
2024
Q3
$5.36M Sell
195,139
-714
-0.4% -$19.6K 1.5% 23
2024
Q2
$5.26M Sell
195,853
-5,389
-3% -$145K 1.58% 21
2024
Q1
$5.45M Sell
201,242
-1,178
-0.6% -$31.9K 1.78% 19
2023
Q4
$5.5M Buy
202,420
+1,179
+0.6% +$32K 1.96% 16
2023
Q3
$5.17M Sell
201,241
-5,246
-3% -$135K 2.04% 17
2023
Q2
$5.48M Buy
206,487
+2,988
+1% +$79.3K 2.14% 16
2023
Q1
$5.45M Sell
203,499
-12,201
-6% -$327K 2.25% 15
2022
Q4
$5.66M Buy
+215,700
New +$5.66M 2.52% 14