Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

BlueStem Wealth Partners »

Capital Group U S Multi Sec Etf shares owned by BlueStem Wealth Partners

Quarter-by-quarter ownership of Capital Group U S Multi Sec Etf (CGMS) shares owned by BlueStem Wealth Partners from 13F filings

Historical chart of BlueStem Wealth Partners investment in Capital Group U S Multi Sec Etf

Tip: Access up to 7 years of quarterly data

All positions including Capital Group U S Multi Sec Etf held by BlueStem Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Capital Group U S Multi Sec Etf by BlueStem Wealth Partners

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$23M	837k	27.75
2025-06-30	$21M	748k	27.62
2025-03-31	$19M	705k	27.30

More positions owned by BlueStem Wealth Partners

Ishares Core S&p 500 Etf Etf (IVV)

Vanguard Growth Etf Etf (VUG)

Schwab International Equity Etf Etf (SCHF)

Schwab Fundamental U.s. Large Company Etf Etf (FNDX)

Spdr Portfolio Emerging Markets Etf Etf (SPEM)

Ishares Core S&p Mid-cap Etf Etf (IJH)

Columbia Research Enhanced Core Etf Etf (RECS)

Vanguard Mortgage-backed Securities Etf Etf (VMBS)

Ishares U.s. Treasury Bond Etf Etf (GOVT)

Capital Group U.s. Multi-sector Income Etf Etf (CGMS)

Vanguard Total Bond Market Etf Etf (BND)

Vanguard Value Etf Etf (VTV)

Harbor Scientific Alpha High-yield Etf Etf (SIHY)

Tcw Flexible Income Etf Etf (FLXR)

Ishares Convertible Bond Etf Etf (ICVT)

View all positions for BlueStem Wealth Partners

Top funds holding Capital Group U S Multi Sec Etf

Envestnet Asset Management

Raymond James Financial

Wells Fargo & Company

Cetera Investment Advisers

Commonwealth Equity Services

Great Valley Advisor Group

Capital Advantage

Advisor Group Holdings

Wealth Enhancement Advisory Services

Beacon Pointe Advisors

Cambridge Investment Research Advisors

Royal Bank of Canada

View all funds holding Capital Group U S Multi Sec Etf

© 2025 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z