Betterment LLC’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

Betterment LLC’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 Q1	$477K	Buy	18,848 +472	+3%	+$12.1K	﹤0.01%	447
2025 Q4	$468K	Sell	18,376 -209	-1%	-$5.33K	﹤0.01%	419
2025 Q3	$470K	Buy	18,585 +189	+1%	+$4.67K	﹤0.01%	398
2025 Q2	$453K	Sell	18,396 -21,879	-54%	-$537K	﹤0.01%	373
2025 Q1	$1.01M	Buy	40,275 +748	+2%	+$19K	﹤0.01%	253
2024 Q4	$999K	Buy	+39,527	New	+$1.01M	﹤0.01%	251

Other funds holding CGHM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Betterment LLC's CGHM Position: Q1 2026 in Review

Betterment LLC increased its Capital Group Municipal High-Income ETF (CGHM) stake by 2.6% in Q1 2026, buying an estimated $12.1K and bringing the position to 18,848 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Betterment LLC first reported a position in CGHM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.01M in Q1 2025. 165 funds tracked by Wall St. Rank hold CGHM as of Q1 2026.

Betterment LLC held 18,848 shares of Capital Group Municipal High-Income ETF worth $477K as of Q1 2026.
Betterment LLC bought 472 Capital Group Municipal High-Income ETF shares in Q1 2026, an estimated $12.1K.
Capital Group Municipal High-Income ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #447 holding.
Betterment LLC first reported a position in Capital Group Municipal High-Income ETF in Q4 2024 and has held it in 6 quarters since.
Betterment LLC's Capital Group Municipal High-Income ETF position peaked at $1.01M in Q1 2025.
165 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.