BWP
CGHM

BlueStem Wealth Partners’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

BlueStem Wealth Partners’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
2026
Q1 		$3.36M Buy
132,852
+56,887
+75% +$1.46M 0.37% 41
2025
Q4 		$1.94M Buy
75,965
+64,940
+589% +$1.66M 0.21% 46
2025
Q3 		$279K Buy
+11,025
New +$273K 0.03% 95

Other funds holding CGHM

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlueStem Wealth Partners's CGHM Position: Q1 2026 in Review

BlueStem Wealth Partners increased its Capital Group Municipal High-Income ETF (CGHM) stake by 75% in Q1 2026, buying an estimated $1.46M and bringing the position to 132,852 shares worth $3.36M. The position accounts for 0.37% of the portfolio, ranked #41.

BlueStem Wealth Partners first reported a position in CGHM in Q3 2025 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold CGHM as of Q1 2026.

  • BlueStem Wealth Partners held 132,852 shares of Capital Group Municipal High-Income ETF worth $3.36M as of Q1 2026.
  • BlueStem Wealth Partners bought 56,887 Capital Group Municipal High-Income ETF shares in Q1 2026, an estimated $1.46M.
  • Capital Group Municipal High-Income ETF made up 0.37% of BlueStem Wealth Partners's portfolio in Q1 2026, its #41 holding.
  • BlueStem Wealth Partners first reported a position in Capital Group Municipal High-Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.