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 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 $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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BlueStem Wealth Partners's CGHM Position: Q2 2026 in Review

BlueStem Wealth Partners reduced its Capital Group Municipal High-Income ETF (CGHM) stake by 4% in Q2 2026, selling an estimated $137K and leaving 127,513 shares worth $3.3M. The position accounts for 0.33% of the portfolio, ranked #38.

BlueStem Wealth Partners first reported a position in CGHM in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.36M in Q1 2026. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

BlueStem Wealth Partners held 127,513 shares of Capital Group Municipal High-Income ETF worth $3.3M as of Q2 2026.
BlueStem Wealth Partners sold 5,339 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $137K.
Capital Group Municipal High-Income ETF made up 0.33% of BlueStem Wealth Partners's portfolio in Q2 2026, its #38 holding.
BlueStem Wealth Partners first reported a position in Capital Group Municipal High-Income ETF in Q3 2025 and has held it in 4 quarters since.
BlueStem Wealth Partners's Capital Group Municipal High-Income ETF position peaked at $3.36M in Q1 2026.
193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.