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 Q3	$10M	Buy	417,440 +289,927	+227%	+$7.33M	1%	27
2026 Q2	$3.3M	Sell	127,513 -5,339	-4%	-$137K	0.33%	38
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 Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BlueStem Wealth Partners's CGHM Position: Q3 2026 in Review

BlueStem Wealth Partners increased its Capital Group Municipal High-Income ETF (CGHM) stake by 227% in Q3 2026, buying an estimated $7.33M and bringing the position to 417,440 shares worth $10M. The position accounts for 1% of the portfolio, ranked #27.

BlueStem Wealth Partners first reported a position in CGHM in Q3 2025 and has held it in 5 quarters since. 185 funds tracked by Wall St. Rank hold CGHM as of Q3 2026.

BlueStem Wealth Partners held 417,440 shares of Capital Group Municipal High-Income ETF worth $10M as of Q3 2026.
BlueStem Wealth Partners bought 289,927 Capital Group Municipal High-Income ETF shares in Q3 2026, an estimated $7.33M.
Capital Group Municipal High-Income ETF made up 1% of BlueStem Wealth Partners's portfolio in Q3 2026, its #27 holding.
BlueStem Wealth Partners first reported a position in Capital Group Municipal High-Income ETF in Q3 2025 and has held it in 5 quarters since.
185 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q3 2026.

Based on BlueStem Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.