Betterment LLC
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Betterment LLC’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Betterment LLC’s Portfolio BOND Stock Details BOND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.15M Buy
12,453
+2,656
+27% +$245K ﹤0.01% 327
2026
Q1 		$904K Buy
9,797
+1,346
+16% +$126K ﹤0.01% 341
2025
Q4 		$787K Buy
8,451
+1,889
+29% +$177K ﹤0.01% 330
2025
Q3 		$613K Buy
6,562
+525
+9% +$48.4K ﹤0.01% 350
2025
Q2 		$556K Sell
6,037
-591
-9% -$53.8K ﹤0.01% 343
2025
Q1 		$613K Buy
6,628
+1,420
+27% +$130K ﹤0.01% 312
2024
Q4 		$471K Buy
5,208
+43
+0.8% +$3.96K ﹤0.01% 333
2024
Q3 		$489K Sell
5,165
-20
-0.4% -$1.87K ﹤0.01% 311
2024
Q2 		$472K Sell
5,185
-6,511
-56% -$589K ﹤0.01% 290
2024
Q1 		$1.07M Buy
11,696
+1,011
+9% +$92.5K ﹤0.01% 193
2023
Q4 		$988K Buy
10,685
+3,802
+55% +$337K ﹤0.01% 180
2023
Q3 		$605K Buy
6,883
+1,814
+36% +$163K ﹤0.01% 205
2023
Q2 		$464K Buy
5,069
+1,639
+48% +$151K ﹤0.01% 204
2023
Q1 		$318K Buy
+3,430
New +$317K ﹤0.01% 228

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Betterment LLC's BOND Position: Q2 2026 in Review

Betterment LLC increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 27% in Q2 2026, buying an estimated $245K and bringing the position to 12,453 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Betterment LLC first reported a position in BOND in Q1 2023 and has held it in 14 quarters since. 541 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Betterment LLC held 12,453 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.15M as of Q2 2026.
  • Betterment LLC bought 2,656 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $245K.
  • PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #327 holding.
  • Betterment LLC first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2023 and has held it in 14 quarters since.
  • 541 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

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