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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.09M Sell
118,562
-116,881
-50% -$3.05M 0.01% 180
2025
Q1
$6.12M Buy
235,443
+4,583
+2% +$119K 0.01% 136
2024
Q4
$6M Buy
+230,860
New +$6M 0.01% 132