TrueWealth Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

TrueWealth Advisors’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	$1.47M	Buy	53,363 +3,552	+7%	+$97.2K	0.33%	52
2026 Q1	$1.35M	Buy	49,811 +7,713	+18%	+$213K	0.34%	50
2025 Q4	$1.15M	Buy	42,098 +9,565	+29%	+$262K	0.3%	62
2025 Q3	$888K	Buy	32,533 +5,341	+20%	+$144K	0.24%	78
2025 Q2	$726K	Sell	27,192 -1,859	-6%	-$49.4K	0.21%	83
2025 Q1	$779K	Buy	29,051 +940	+3%	+$25.4K	0.26%	76
2024 Q4	$757K	Buy	28,111 +4,118	+17%	+$112K	0.25%	80
2024 Q3	$659K	Buy	23,993 +5,124	+27%	+$140K	0.22%	86
2024 Q2	$507K	Buy	18,869 +5,911	+46%	+$159K	0.19%	96
2024 Q1	$350K	Buy	+12,958	New	+$350K	0.14%	124

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

TrueWealth Advisors's CGMU Position: Q2 2026 in Review

TrueWealth Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 7.1% in Q2 2026, buying an estimated $97.2K and bringing the position to 53,363 shares worth $1.47M. The position accounts for 0.33% of the portfolio, ranked #52.

TrueWealth Advisors first reported a position in CGMU in Q1 2024 and has held it in 10 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

TrueWealth Advisors held 53,363 shares of Capital Group Municipal Income ETF worth $1.47M as of Q2 2026.
TrueWealth Advisors bought 3,552 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $97.2K.
Capital Group Municipal Income ETF made up 0.33% of TrueWealth Advisors's portfolio in Q2 2026, its #52 holding.
TrueWealth Advisors first reported a position in Capital Group Municipal Income ETF in Q1 2024 and has held it in 10 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.