Intergy Private Wealth’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
$885K Sell
33,154
-1,178
-3% -$31.4K 0.3% 49
2025
Q1
$921K Sell
34,332
-3,662
-10% -$98.2K 0.35% 41
2024
Q4
$1.02M Buy
37,994
+751
+2% +$20.2K 0.38% 41
2024
Q3
$1.02M Buy
37,243
+570
+2% +$15.7K 0.39% 40
2024
Q2
$985K Buy
36,673
+22,334
+156% +$600K 0.41% 40
2024
Q1
$387K Buy
+14,339
New +$387K 0.16% 64