Johnson Bixby & Associates’s Capital Group Municipal Income ETF CGMU Stock Holding History

Johnson Bixby & Associates’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	$365K	Hold	13,304	–	–	0.04%	99
2026 Q1	$361K	Hold	13,304	–	–	0.04%	89
2025 Q4	$364K	Hold	13,304	–	–	0.05%	88
2025 Q3	$363K	Hold	13,304	–	–	0.05%	87
2025 Q2	$355K	Hold	13,304	–	–	0.05%	85
2025 Q1	$357K	Hold	13,304	–	–	0.05%	82
2024 Q4	$358K	Sell	13,304 -2,461	-16%	-$66.9K	0.05%	80
2024 Q3	$433K	Sell	15,765 -24,442	-61%	-$666K	0.07%	76
2024 Q2	$1.08M	Hold	40,207	–	–	0.18%	45
2024 Q1	$1.09M	Buy	40,207 +847	+2%	+$22.9K	0.19%	41
2023 Q4	$1.07M	Buy	39,360 +14,260	+57%	+$373K	0.2%	42
2023 Q3	$645K	Buy	+25,100	New	+$660K	0.13%	52

Other funds holding CGMU

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

APW

Alliance Private Wealth North Reading, Massachusetts $288M AUM

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

VPWL

VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

OCA

Optimus Capital Advisors Coppel, Texas $186M AUM

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

Johnson Bixby & Associates's CGMU Position: Q2 2026 in Review

Johnson Bixby & Associates held its Capital Group Municipal Income ETF (CGMU) position steady in Q2 2026 at 13,304 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #99.

Johnson Bixby & Associates first reported a position in CGMU in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.09M in Q1 2024. 57 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Johnson Bixby & Associates held 13,304 shares of Capital Group Municipal Income ETF worth $365K as of Q2 2026.
Johnson Bixby & Associates left its Capital Group Municipal Income ETF share count unchanged in Q2 2026.
Capital Group Municipal Income ETF made up 0.04% of Johnson Bixby & Associates's portfolio in Q2 2026, its #99 holding.
Johnson Bixby & Associates first reported a position in Capital Group Municipal Income ETF in Q3 2023 and has held it in 12 quarters since.
Johnson Bixby & Associates's Capital Group Municipal Income ETF position peaked at $1.09M in Q1 2024.
57 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.