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 Q2	$6.67M	Sell	263,072 -4,465	-2%	-$113K	2.61%	13
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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

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

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

WSA

Wealth Science Advisors Alpharetta, Georgia $225M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Tribridge Partners Financial reduced its Capital Group Ultra Short Income ETF (CGUI) stake by 1.7% in Q2 2026, selling an estimated $113K and leaving 263,072 shares worth $6.67M. The position accounts for 2.61% of the portfolio, ranked #13.

Tribridge Partners Financial first reported a position in CGUI in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.77M in Q1 2026. 57 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

Tribridge Partners Financial held 263,072 shares of Capital Group Ultra Short Income ETF worth $6.67M as of Q2 2026.
Tribridge Partners Financial sold 4,465 Capital Group Ultra Short Income ETF shares in Q2 2026, an estimated $113K.
Capital Group Ultra Short Income ETF made up 2.61% of Tribridge Partners Financial's portfolio in Q2 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 5 quarters since.
Tribridge Partners Financial's Capital Group Ultra Short Income ETF position peaked at $6.77M in Q1 2026.
57 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

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