Bond & Devick Financial Network’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Bond & Devick Financial Network’s Portfolio CGMS Stock Details CGMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.46M	Buy	309,593 +13,378	+5%	+$368K	2.08%	12
2026 Q1	$8.07M	Buy	296,215 +4,803	+2%	+$133K	2.25%	12
2025 Q4	$8.05M	Buy	291,412 +27,527	+10%	+$763K	2.27%	12
2025 Q3	$7.32M	Buy	263,885 +26,721	+11%	+$741K	2.2%	13
2025 Q2	$6.55M	Buy	237,164 +7,213	+3%	+$195K	2.18%	13
2025 Q1	$6.28M	Buy	229,951 +140,612	+157%	+$3.86M	2.28%	13
2024 Q4	$2.49M	Hold	89,339	–	–	1.06%	21
2024 Q3	$2.49M	Buy	89,339 +79,279	+788%	+$2.18M	1.06%	21
2024 Q2	$271K	Buy	10,060 +88	+0.9%	+$2.37K	0.15%	120
2024 Q1	$270K	Buy	9,972 +2,123	+27%	+$57.2K	0.15%	122
2023 Q4	$212K	Buy	+7,849	New	+$204K	0.12%	137

Other funds holding CGMS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bond & Devick Financial Network's CGMS Position: Q2 2026 in Review

Bond & Devick Financial Network increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 4.5% in Q2 2026, buying an estimated $368K and bringing the position to 309,593 shares worth $8.46M. The position accounts for 2.08% of the portfolio, ranked #12.

Bond & Devick Financial Network first reported a position in CGMS in Q4 2023 and has held it in 11 quarters since. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Bond & Devick Financial Network held 309,593 shares of Capital Group US Multi-Sector Income ETF worth $8.46M as of Q2 2026.
Bond & Devick Financial Network bought 13,378 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $368K.
Capital Group US Multi-Sector Income ETF made up 2.08% of Bond & Devick Financial Network's portfolio in Q2 2026, its #12 holding.
Bond & Devick Financial Network first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2023 and has held it in 11 quarters since.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.