IFG Advisory’s Capital Group Municipal Income ETF CGMU Stock Holding History

IFG Advisory’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	$1.13M	Buy	+41,030	New	+$1.12M	0.04%	394
2026 Q1	–	Sell	-38,484	Closed	-$1.05M	–	406
2025 Q4	$1.05M	Buy	38,484 +5,471	+17%	+$150K	0.05%	352
2025 Q3	$901K	Sell	33,013 -698	-2%	-$18.8K	0.04%	374
2025 Q2	$900K	Buy	33,711 +266	+0.8%	+$7.07K	0.05%	372
2025 Q1	$897K	Buy	33,445 +661	+2%	+$17.9K	0.05%	341
2024 Q4	$883K	Buy	32,784 +8,204	+33%	+$223K	0.05%	319
2024 Q3	$675K	Buy	24,580 +1,124	+5%	+$30.6K	0.04%	308
2024 Q2	$630K	Buy	23,456 +6,151	+36%	+$165K	0.04%	360
2024 Q1	$467K	Hold	17,305	–	–	0.03%	316
2023 Q4	$469K	Buy	17,305 +1,745	+11%	+$45.7K	0.03%	375
2023 Q3	$400K	Buy	15,560 +4,745	+44%	+$125K	0.03%	386
2023 Q2	$286K	Buy	+10,815	New	+$287K	0.03%	297

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

IFG Advisory's CGMU Position: Q2 2026 in Review

IFG Advisory opened a new position in Capital Group Municipal Income ETF (CGMU) in Q2 2026: 41,030 shares worth $1.13M. The stake represents 0.04% of the portfolio and ranks #394 among its holdings. This is a return to the name: IFG Advisory previously reported a position in CGMU as recently as Q4 2025.

IFG Advisory first reported a position in CGMU in Q2 2023 and has held it in 12 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

IFG Advisory held 41,030 shares of Capital Group Municipal Income ETF worth $1.13M as of Q2 2026.
Capital Group Municipal Income ETF was a new IFG Advisory position in Q2 2026.
Capital Group Municipal Income ETF made up 0.04% of IFG Advisory's portfolio in Q2 2026, its #394 holding.
IFG Advisory first reported a position in Capital Group Municipal Income ETF in Q2 2023 and has held it in 12 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.