Tribridge Partners Financial’s Capital Group Municipal Income ETF CGMU Stock Holding History

Tribridge Partners Financial’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	$2.38M	Buy	87,895 +3,425	+4%	+$93.8K	0.93%	16
2026 Q1	$2.3M	Buy	84,470 +5,221	+7%	+$144K	0.95%	16
2025 Q4	$2.17M	Buy	79,249 +15,433	+24%	+$423K	0.91%	16
2025 Q3	$1.74M	Buy	63,816 +21,876	+52%	+$588K	0.8%	17
2025 Q2	$1.12M	Buy	+41,940	New	+$1.11M	0.66%	17

Other funds holding CGMU

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Tribridge Partners Financial's CGMU Position: Q2 2026 in Review

Tribridge Partners Financial increased its Capital Group Municipal Income ETF (CGMU) stake by 4.1% in Q2 2026, buying an estimated $93.8K and bringing the position to 87,895 shares worth $2.38M. The position accounts for 0.93% of the portfolio, ranked #16.

Tribridge Partners Financial first reported a position in CGMU in Q2 2025 and has held it in 5 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Tribridge Partners Financial held 87,895 shares of Capital Group Municipal Income ETF worth $2.38M as of Q2 2026.
Tribridge Partners Financial bought 3,425 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $93.8K.
Capital Group Municipal Income ETF made up 0.93% of Tribridge Partners Financial's portfolio in Q2 2026, its #16 holding.
Tribridge Partners Financial first reported a position in Capital Group Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Tribridge Partners Financial's 13F filing for Q2 2026, filed 4 Aug 2026.