Betterment LLC
CGMS icon

Betterment LLC’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Betterment LLC’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
Q1 		$4.26M Sell
156,340
-159,407
-50% -$4.4M 0.01% 182
2025
Q4 		$8.72M Buy
315,747
+9,409
+3% +$261K 0.02% 135
2025
Q3 		$8.5M Sell
306,338
-14,075
-4% -$390K 0.02% 132
2025
Q2 		$8.85M Buy
320,413
+3,353
+1% +$90.9K 0.02% 128
2025
Q1 		$8.66M Buy
317,060
+19,603
+7% +$538K 0.02% 121
2024
Q4 		$8.12M Buy
297,457
+218,128
+275% +$6.01M 0.02% 120
2024
Q3 		$2.21M Buy
79,329
+34,710
+78% +$955K 0.01% 179
2024
Q2 		$1.2M Buy
44,619
+21,399
+92% +$576K ﹤0.01% 203
2024
Q1 		$628K Buy
+23,220
New +$626K ﹤0.01% 238

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