Betterment LLC’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Betterment LLC’s Portfolio BIL Stock Details BIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.56M	Sell	16,976 -3,040	-15%	-$278K	﹤0.01%	289
2026 Q1	$1.83M	Buy	20,016 +2,219	+12%	+$203K	﹤0.01%	250
2025 Q4	$1.63M	Buy	17,797 +2,168	+14%	+$198K	﹤0.01%	252
2025 Q3	$1.43M	Buy	15,629 +1,475	+10%	+$135K	﹤0.01%	255
2025 Q2	$1.3M	Sell	14,154 -2,569	-15%	-$235K	﹤0.01%	252
2025 Q1	$1.53M	Sell	16,723 -306	-2%	-$28K	﹤0.01%	226
2024 Q4	$1.56M	Buy	17,029 +7,233	+74%	+$662K	﹤0.01%	222
2024 Q3	$899K	Sell	9,796 -874	-8%	-$80.1K	﹤0.01%	249
2024 Q2	$979K	Sell	10,670 -4,440	-29%	-$407K	﹤0.01%	222
2024 Q1	$1.39M	Buy	15,110 +1,553	+11%	+$142K	﹤0.01%	178
2023 Q4	$1.24M	Buy	13,557 +824	+6%	+$75.5K	﹤0.01%	158
2023 Q3	$1.17M	Buy	12,733 +2,002	+19%	+$183K	﹤0.01%	148
2023 Q2	$985K	Buy	10,731 +4,309	+67%	+$395K	﹤0.01%	157
2023 Q1	$590K	Buy	6,422 +309	+5%	+$28.3K	﹤0.01%	187
2022 Q4	$559K	Sell	6,113 -9,318	-60%	-$853K	﹤0.01%	177
2022 Q3	$1.41M	Hold	15,431	–	–	0.01%	129
2022 Q2	$1.41M	Buy	+15,431	New	+$1.41M	0.01%	129
2020 Q4	–	Sell	-2,850	Closed	-$261K	–	126
2020 Q3	$261K	Buy	2,850 +51	+2%	+$4.67K	﹤0.01%	109
2020 Q2	$256K	Sell	2,799 -118	-4%	-$10.8K	﹤0.01%	111
2020 Q1	$267K	Sell	2,917 -111	-4%	-$10.2K	﹤0.01%	106
2019 Q4	$277K	Buy	3,028 +138	+5%	+$12.6K	﹤0.01%	106
2019 Q3	$265K	Hold	2,890	–	–	﹤0.01%	107
2019 Q2	$265K	Buy	2,890 +423	+17%	+$38.7K	﹤0.01%	107
2019 Q1	$226K	Buy	2,467 +231	+10%	+$21.1K	﹤0.01%	106
2018 Q4	$205K	Sell	2,236 -221	-9%	-$20.2K	﹤0.01%	104
2018 Q3	$225K	Buy	2,457 +81	+3%	+$7.41K	﹤0.01%	95
2018 Q2	$218K	Sell	2,376 -527	-18%	-$48.2K	﹤0.01%	93
2018 Q1	$266K	Buy	+2,903	New	+$266K	﹤0.01%	90

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Betterment LLC's BIL Position: Q2 2026 in Review

Betterment LLC reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 15% in Q2 2026, selling an estimated $278K and leaving 16,976 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Betterment LLC first reported a position in BIL in Q1 2018 and has held it in 28 quarters since. The position peaked at $1.83M in Q1 2026. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Betterment LLC held 16,976 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.56M as of Q2 2026.
Betterment LLC sold 3,040 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $278K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #289 holding.
Betterment LLC first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2018 and has held it in 28 quarters since.
Betterment LLC's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.83M in Q1 2026.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.