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 Q2	$609K	Buy	23,542 +4,694	+25%	+$120K	﹤0.01%	442
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 $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

Betterment LLC's CGHM Position: Q2 2026 in Review

Betterment LLC increased its Capital Group Municipal High-Income ETF (CGHM) stake by 25% in Q2 2026, buying an estimated $120K and bringing the position to 23,542 shares worth $609K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Betterment LLC first reported a position in CGHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q1 2025. 193 funds tracked by Wall St. Rank hold CGHM as of Q2 2026.

Betterment LLC held 23,542 shares of Capital Group Municipal High-Income ETF worth $609K as of Q2 2026.
Betterment LLC bought 4,694 Capital Group Municipal High-Income ETF shares in Q2 2026, an estimated $120K.
Capital Group Municipal High-Income ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #442 holding.
Betterment LLC first reported a position in Capital Group Municipal High-Income ETF in Q4 2024 and has held it in 7 quarters since.
Betterment LLC's Capital Group Municipal High-Income ETF position peaked at $1.01M in Q1 2025.
193 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.