Betterment LLC’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.85M | Buy |
320,413
+3,353
| +1% | +$92.6K | 0.02% | 128 |
|
|
2025
Q1 | $8.66M | Buy |
317,060
+19,603
| +7% | +$535K | 0.02% | 121 |
|
|
2024
Q4 | $8.12M | Buy |
297,457
+218,128
| +275% | +$5.95M | 0.02% | 120 |
|
|
2024
Q3 | $2.21M | Buy |
79,329
+34,710
| +78% | +$967K | 0.01% | 179 |
|
|
2024
Q2 | $1.2M | Buy |
44,619
+21,399
| +92% | +$576K | ﹤0.01% | 203 |
|
|
2024
Q1 | $628K | Buy |
+23,220
| New | +$628K | ﹤0.01% | 238 |
|