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BlueStem Wealth Partners’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

BlueStem Wealth Partners’s Portfolio MUST Stock Details MUST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-218,307
Closed -$4.43M – 106
2024
Q4 		$4.43M Buy
+218,307
New +$4.49M 0.58% 24

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

BlueStem Wealth Partners's MUST Position: Q1 2025 in Review

BlueStem Wealth Partners sold out of Columbia Multi-Sector Municipal Income ETF (MUST) in Q1 2025, closing a stake of 218,307 shares — an estimated $4.43M sold.

BlueStem Wealth Partners first reported a position in MUST in Q4 2024 and held it in 1 quarter. The position peaked at $4.43M in Q4 2024. 78 funds tracked by Wall St. Rank hold MUST as of Q1 2025.

  • BlueStem Wealth Partners reported no remaining Columbia Multi-Sector Municipal Income ETF position as of Q1 2025 after selling out during the quarter.
  • BlueStem Wealth Partners sold 218,307 Columbia Multi-Sector Municipal Income ETF shares in Q1 2025, an estimated $4.43M.
  • BlueStem Wealth Partners first reported a position in Columbia Multi-Sector Municipal Income ETF in Q4 2024 and held it in 1 quarter.
  • BlueStem Wealth Partners's Columbia Multi-Sector Municipal Income ETF position peaked at $4.43M in Q4 2024.
  • 78 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q1 2025.

Based on BlueStem Wealth Partners's 13F filing for Q1 2025, filed 7 May 2025.