Betterment LLC’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

Betterment LLC’s Portfolio BBIN Stock Details BBIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,054	Closed	-$231K	–	460
2024 Q4	$231K	Sell	4,054 -907	-18%	-$54.1K	﹤0.01%	417
2024 Q3	$313K	Buy	4,961 +203	+4%	+$12.3K	﹤0.01%	362
2024 Q2	$281K	Buy	+4,758	New	+$284K	﹤0.01%	351

Other funds holding BBIN

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

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

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Betterment LLC's BBIN Position: Q1 2025 in Review

Betterment LLC sold out of JPMorgan BetaBuilders International Equity ETF (BBIN) in Q1 2025, closing a stake of 4,054 shares — an estimated $231K sold.

Betterment LLC first reported a position in BBIN in Q2 2024 and held it in 3 quarters. The position peaked at $313K in Q3 2024. 105 funds tracked by Wall St. Rank hold BBIN as of Q1 2025.

Betterment LLC reported no remaining JPMorgan BetaBuilders International Equity ETF position as of Q1 2025 after selling out during the quarter.
Betterment LLC sold 4,054 JPMorgan BetaBuilders International Equity ETF shares in Q1 2025, an estimated $231K.
Betterment LLC first reported a position in JPMorgan BetaBuilders International Equity ETF in Q2 2024 and held it in 3 quarters.
Betterment LLC's JPMorgan BetaBuilders International Equity ETF position peaked at $313K in Q3 2024.
105 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q1 2025.

Based on Betterment LLC's 13F filing for Q1 2025, filed 15 May 2025.