TWM
CGUI

TCFG Wealth Management’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$557K Sell
22,065
-1,106
-5% -$27.9K 0.25% 107
2025
Q1
$584K Buy
23,171
+13
+0.1% +$327 0.29% 92
2024
Q4
$582K Hold
23,158
0.29% 86
2024
Q3
$584K Buy
+23,158
New +$584K 0.29% 82