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 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 $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC's CGSM Position: Q1 2026 in Review

Betterment LLC reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 12% in Q1 2026, selling an estimated $310K and leaving 82,317 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Betterment LLC first reported a position in CGSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.12M in Q1 2025. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

Betterment LLC held 82,317 shares of Capital Group Short Duration Municipal Income ETF worth $2.16M as of Q1 2026.
Betterment LLC sold 11,688 Capital Group Short Duration Municipal Income ETF shares in Q1 2026, an estimated $310K.
Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #237 holding.
Betterment LLC first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2024 and has held it in 6 quarters since.
Betterment LLC's Capital Group Short Duration Municipal Income ETF position peaked at $6.12M in Q1 2025.
148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.