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Capital Grp Fixed Incm Etf T shares owned by Betterment

Quarter-by-quarter ownership of Capital Grp Fixed Incm Etf T (CGHM) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Capital Grp Fixed Incm Etf T

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All positions including Capital Grp Fixed Incm Etf T held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Grp Fixed Incm Etf T by Betterment

Quarter filed Position value Share count Share price at filing
2025-09-30 $470k 19k 25.29
2025-06-30 $453k 18k 24.62
2025-03-31 $1.0M 40k 25.05
2024-12-31 $999k 40k 25.27

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
SPDR State Street Global Advisors Portfolio S&p500 (SPLG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Ttl Stk (ITOT)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Msci Eafe (IEFA)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)
Goldman Sachs Activebeta Us Lg (GSLC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Betterment

Top funds holding Capital Grp Fixed Incm Etf T

Capital Research and Management Company - Division 3
Envestnet Asset Management
LPL Financial
Cetera Investment Advisers
Vestmark Advisory Solutions
Mml Investors Services
Assetmark
Royal Bank of Canada
Janney Montgomery Scott
Advisor Group Holdings
CLS Investments
Confluence Wealth Services
Commonwealth Equity Services
Branch Banking & Trust Company
Raymond James Financial

View all funds holding Capital Grp Fixed Incm Etf T