Betterment LLC’s Capital Group Municipal Income ETF CGMU Stock Holding History

Betterment LLC’s Portfolio CGMU Stock Details CGMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$872K	Buy	31,754 +1,987	+7%	+$54.4K	﹤0.01%	378
2026 Q1	$808K	Buy	29,767 +1,454	+5%	+$40.1K	﹤0.01%	357
2025 Q4	$775K	Buy	28,313 +711	+3%	+$19.5K	﹤0.01%	334
2025 Q3	$753K	Sell	27,602 -26,081	-49%	-$701K	﹤0.01%	324
2025 Q2	$1.43M	Sell	53,683 -60,787	-53%	-$1.61M	﹤0.01%	242
2025 Q1	$3.07M	Buy	114,470 +2,205	+2%	+$59.6K	0.01%	174
2024 Q4	$3.02M	Buy	+112,265	New	+$3.05M	0.01%	168

Other funds holding CGMU

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC's CGMU Position: Q2 2026 in Review

Betterment LLC increased its Capital Group Municipal Income ETF (CGMU) stake by 6.7% in Q2 2026, buying an estimated $54.4K and bringing the position to 31,754 shares worth $872K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Betterment LLC first reported a position in CGMU in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.07M in Q1 2025. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Betterment LLC held 31,754 shares of Capital Group Municipal Income ETF worth $872K as of Q2 2026.
Betterment LLC bought 1,987 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $54.4K.
Capital Group Municipal Income ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #378 holding.
Betterment LLC first reported a position in Capital Group Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
Betterment LLC's Capital Group Municipal Income ETF position peaked at $3.07M in Q1 2025.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

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