Betterment LLC’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Betterment LLC’s Portfolio BILS Stock Details BILS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$238K	Buy	2,397 +121	+5%	+$12K	﹤0.01%	632
2026 Q1	$226K	Sell	2,276 -2,976	-57%	-$296K	﹤0.01%	583
2025 Q4	$521K	Buy	5,252 +240	+5%	+$23.8K	﹤0.01%	396
2025 Q3	$499K	Buy	5,012 +1,696	+51%	+$168K	﹤0.01%	385
2025 Q2	$330K	Buy	+3,316	New	+$329K	﹤0.01%	420

Other funds holding BILS

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

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

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC's BILS Position: Q2 2026 in Review

Betterment LLC increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 5.3% in Q2 2026, buying an estimated $12K and bringing the position to 2,397 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Betterment LLC first reported a position in BILS in Q2 2025 and has held it in 5 quarters since. The position peaked at $521K in Q4 2025. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Betterment LLC held 2,397 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $238K as of Q2 2026.
Betterment LLC bought 121 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $12K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #632 holding.
Betterment LLC first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2025 and has held it in 5 quarters since.
Betterment LLC's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $521K in Q4 2025.
281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

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