Betterment LLC’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Betterment LLC’s Portfolio CGSM Stock Details CGSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.38M	Buy	89,992 +7,675	+9%	+$202K	﹤0.01%	241
2026 Q1	$2.16M	Sell	82,317 -11,688	-12%	-$310K	﹤0.01%	237
2025 Q4	$2.48M	Buy	94,005 +1,288	+1%	+$34K	﹤0.01%	214
2025 Q3	$2.44M	Sell	92,717 -25,845	-22%	-$679K	﹤0.01%	207
2025 Q2	$3.09M	Sell	118,562 -116,881	-50%	-$3.03M	0.01%	180
2025 Q1	$6.12M	Buy	235,443 +4,583	+2%	+$120K	0.01%	136
2024 Q4	$6M	Buy	+230,860	New	+$6.03M	0.01%	132

Other funds holding CGSM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Betterment LLC's CGSM Position: Q2 2026 in Review

Betterment LLC increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 9.3% in Q2 2026, buying an estimated $202K and bringing the position to 89,992 shares worth $2.38M. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Betterment LLC first reported a position in CGSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.12M in Q1 2025. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Betterment LLC held 89,992 shares of Capital Group Short Duration Municipal Income ETF worth $2.38M as of Q2 2026.
Betterment LLC bought 7,675 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $202K.
Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #241 holding.
Betterment LLC first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
Betterment LLC's Capital Group Short Duration Municipal Income ETF position peaked at $6.12M in Q1 2025.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

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