Betterment LLC
GUMI

Betterment LLC’s Goldman Sachs Ultra Short Municipal Income ETF GUMI Stock Holding History

Betterment LLC’s Portfolio GUMI Stock Details GUMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.27M Buy
84,767
+38,077
+82% +$1.92M 0.01% 181
2025
Q4 		$2.35M Buy
46,690
+12,736
+38% +$640K ﹤0.01% 219
2025
Q3 		$1.71M Buy
+33,954
New +$1.71M ﹤0.01% 236

Other funds holding GUMI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Betterment LLC's GUMI Position: Q1 2026 in Review

Betterment LLC increased its Goldman Sachs Ultra Short Municipal Income ETF (GUMI) stake by 82% in Q1 2026, buying an estimated $1.92M and bringing the position to 84,767 shares worth $4.27M. The position accounts for 0.01% of the portfolio, ranked #181.

Betterment LLC first reported a position in GUMI in Q3 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold GUMI as of Q1 2026.

  • Betterment LLC held 84,767 shares of Goldman Sachs Ultra Short Municipal Income ETF worth $4.27M as of Q1 2026.
  • Betterment LLC bought 38,077 Goldman Sachs Ultra Short Municipal Income ETF shares in Q1 2026, an estimated $1.92M.
  • Goldman Sachs Ultra Short Municipal Income ETF made up 0.01% of Betterment LLC's portfolio in Q1 2026, its #181 holding.
  • Betterment LLC first reported a position in Goldman Sachs Ultra Short Municipal Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Goldman Sachs Ultra Short Municipal Income ETF as of Q1 2026.

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