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 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

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

Envestnet Asset Management

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

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

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

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

Commonwealth Equity Services

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