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von Borstel & Associates’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

von Borstel & Associates’s Portfolio CGHM Stock Details CGHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,512
Closed -$319K – 168
2025
Q3 		$319K Buy
+12,512
New +$310K 0.05% 119

Other funds holding CGHM

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

von Borstel & Associates's CGHM Position: Q4 2025 in Review

von Borstel & Associates sold out of Capital Group Municipal High-Income ETF (CGHM) in Q4 2025, closing a stake of 12,512 shares — an estimated $319K sold.

von Borstel & Associates first reported a position in CGHM in Q3 2025 and held it in 1 quarter. The position peaked at $319K in Q3 2025. 149 funds tracked by Wall St. Rank hold CGHM as of Q4 2025.

  • von Borstel & Associates reported no remaining Capital Group Municipal High-Income ETF position as of Q4 2025 after selling out during the quarter.
  • von Borstel & Associates sold 12,512 Capital Group Municipal High-Income ETF shares in Q4 2025, an estimated $319K.
  • von Borstel & Associates first reported a position in Capital Group Municipal High-Income ETF in Q3 2025 and held it in 1 quarter.
  • von Borstel & Associates's Capital Group Municipal High-Income ETF position peaked at $319K in Q3 2025.
  • 149 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.