McGlone Suttner Wealth Management’s Capital Group Municipal Income ETF CGMU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.14M	Buy	78,857 +3,801	+5%	+$105K	0.28%	42
2025 Q4	$2.06M	Buy	75,056 +5,832	+8%	+$160K	0.28%	38
2025 Q3	$1.89M	Buy	69,224 +2,628	+4%	+$70.7K	0.26%	43
2025 Q2	$1.78M	Buy	66,596 +4,526	+7%	+$120K	0.27%	39
2025 Q1	$1.66M	Sell	62,070 -991	-2%	-$26.8K	0.27%	38
2024 Q4	$1.7M	Buy	63,061 +2,645	+4%	+$71.9K	0.28%	41
2024 Q3	$1.66M	Buy	60,416 +51,766	+598%	+$1.41M	0.35%	34
2024 Q2	$234K	Sell	8,650 -49,775	-85%	-$1.34M	0.05%	140
2024 Q1	$1.58M	Buy	58,425 +49,775	+575%	+$1.35M	0.3%	39
2023 Q4	$234K	Buy	+8,650	New	+$226K	0.05%	140
2023 Q3	–	Sell	-8,500	Closed	-$225K	–	144
2023 Q2	$225K	Buy	+8,500	New	+$226K	0.05%	137