TPF
CGUI

Tribridge Partners Financial’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Tribridge Partners Financial’s Portfolio CGUI Stock Details CGUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.77M Buy
267,537
+8,646
+3% +$219K 2.8% 13
2025
Q4 		$6.55M Buy
258,891
+41,519
+19% +$1.05M 2.75% 13
2025
Q3 		$5.5M Buy
217,372
+49,135
+29% +$1.24M 2.52% 13
2025
Q2 		$4.25M Buy
+168,237
New +$4.24M 2.49% 14

Other funds holding CGUI

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Tribridge Partners Financial's CGUI Position: Q1 2026 in Review

Tribridge Partners Financial increased its Capital Group Ultra Short Income ETF (CGUI) stake by 3.3% in Q1 2026, buying an estimated $219K and bringing the position to 267,537 shares worth $6.77M. The position accounts for 2.8% of the portfolio, ranked #13.

Tribridge Partners Financial first reported a position in CGUI in Q2 2025 and has held it in 4 quarters since. 54 funds tracked by Wall St. Rank hold CGUI as of Q1 2026.

  • Tribridge Partners Financial held 267,537 shares of Capital Group Ultra Short Income ETF worth $6.77M as of Q1 2026.
  • Tribridge Partners Financial bought 8,646 Capital Group Ultra Short Income ETF shares in Q1 2026, an estimated $219K.
  • Capital Group Ultra Short Income ETF made up 2.8% of Tribridge Partners Financial's portfolio in Q1 2026, its #13 holding.
  • Tribridge Partners Financial first reported a position in Capital Group Ultra Short Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 54 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q1 2026.

Based on Tribridge Partners Financial's 13F filing for Q1 2026, filed 15 Apr 2026.