Betterment LLC’s GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF COMB Stock Holding History

Betterment LLC’s Portfolio COMB Stock Details COMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.7M	Buy	787,955 +127,365	+19%	+$3.01M	0.04%	97
2025 Q4	$13.9M	Buy	660,590 +43,429	+7%	+$977K	0.03%	117
2025 Q3	$13.5M	Buy	617,161 +66,003	+12%	+$1.4M	0.03%	111
2025 Q2	$11.6M	Buy	551,158 +18,565	+3%	+$389K	0.02%	114
2025 Q1	$11.6M	Buy	532,593 +32,882	+7%	+$694K	0.03%	104
2024 Q4	$9.97M	Buy	499,711 +28,901	+6%	+$586K	0.02%	110
2024 Q3	$9.65M	Buy	470,810 +4,377	+0.9%	+$86.6K	0.02%	101
2024 Q2	$9.5M	Sell	466,433 -38,992	-8%	-$805K	0.02%	92
2024 Q1	$10M	Buy	505,425 +24,121	+5%	+$467K	0.03%	84
2023 Q4	$9.35M	Buy	481,304 +24,001	+5%	+$503K	0.03%	74
2023 Q3	$9.87M	Buy	457,303 +49,534	+12%	+$1.07M	0.03%	69
2023 Q2	$8.42M	Sell	407,769 -31,163	-7%	-$650K	0.03%	72
2023 Q1	$9.33M	Buy	438,932 +93,855	+27%	+$2.02M	0.03%	68
2022 Q4	$7.76M	Buy	345,077 +19,290	+6%	+$565K	0.03%	70
2022 Q3	$9.87M	Hold	325,787	–	–	0.04%	65
2022 Q2	$9.87M	Buy	325,787 +20,997	+7%	+$700K	0.04%	65
2022 Q1	$9.78M	Buy	304,790 +123,415	+68%	+$3.63M	0.03%	65
2021 Q4	$4.65M	Buy	181,375 +53,377	+42%	+$1.6M	0.01%	87
2021 Q3	$3.85M	Buy	127,998 +21,862	+21%	+$625K	0.01%	87
2021 Q2	$3.01M	Buy	106,136 +43,492	+69%	+$1.18M	0.01%	87
2021 Q1	$1.56M	Buy	62,644 +25,500	+69%	+$635K	0.01%	89
2020 Q4	$873K	Buy	37,144 +3,472	+10%	+$77K	﹤0.01%	98
2020 Q3	$714K	Buy	33,672 +5,857	+21%	+$123K	﹤0.01%	89
2020 Q2	$542K	Sell	27,815 -11,073	-28%	-$208K	﹤0.01%	92
2020 Q1	$721K	Buy	38,888 +17,267	+80%	+$377K	﹤0.01%	86
2019 Q4	$524K	Buy	21,621 +11,431	+112%	+$273K	﹤0.01%	92
2019 Q3	$244K	Hold	10,190	–	–	﹤0.01%	109
2019 Q2	$244K	Buy	+10,190	New	+$244K	﹤0.01%	109

Other funds holding COMB

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

BHWA

Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ODA

One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return

AFTS

American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return

PFG

Prospect Financial Group Arlington, Virginia $108M AUM 19.54% 1-Year Est. Return

EWA

Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return

Betterment LLC's COMB Position: Q1 2026 in Review

Betterment LLC increased its GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) stake by 19% in Q1 2026, buying an estimated $3.01M and bringing the position to 787,955 shares worth $20.7M. The position accounts for 0.04% of the portfolio, ranked #97.

Betterment LLC first reported a position in COMB in Q2 2019 and has held it in 28 quarters since. 40 funds tracked by Wall St. Rank hold COMB as of Q1 2026.

Betterment LLC held 787,955 shares of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF worth $20.7M as of Q1 2026.
Betterment LLC bought 127,365 GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF shares in Q1 2026, an estimated $3.01M.
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF made up 0.04% of Betterment LLC's portfolio in Q1 2026, its #97 holding.
Betterment LLC first reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in Q2 2019 and has held it in 28 quarters since.
40 funds tracked by Wall St. Rank held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.