Betterment LLC’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.04M	Sell	23,820 -23,381	-50%	-$1.03M	﹤0.01%	320
2025 Q4	$2.07M	Sell	47,201 -472	-1%	-$20.8K	﹤0.01%	230
2025 Q3	$2.09M	Buy	47,673 +12,403	+35%	+$540K	﹤0.01%	217
2025 Q2	$1.54M	Sell	35,270 -319	-0.9%	-$13.7K	﹤0.01%	235
2025 Q1	$1.54M	Buy	35,589 +40	+0.1%	+$1.72K	﹤0.01%	225
2024 Q4	$1.51M	Buy	35,549 +1,078	+3%	+$46.5K	﹤0.01%	223
2024 Q3	$1.53M	Sell	34,471 -178	-0.5%	-$7.76K	﹤0.01%	205
2024 Q2	$1.47M	Sell	34,649 -9,949	-22%	-$420K	﹤0.01%	194
2024 Q1	$1.91M	Buy	44,598 +2,248	+5%	+$96K	0.01%	155
2023 Q4	$1.83M	Buy	42,350 +1,254	+3%	+$52K	0.01%	137
2023 Q3	$1.68M	Sell	41,096 -323	-0.8%	-$13.5K	0.01%	129
2023 Q2	$1.76M	Sell	41,419 -7,932	-16%	-$340K	0.01%	122
2023 Q1	$2.13M	Buy	49,351 +2,435	+5%	+$104K	0.01%	119
2022 Q4	$1.98M	Sell	46,916 -2,349	-5%	-$98.7K	0.01%	118
2022 Q3	$2.17M	Hold	49,265	–	–	0.01%	113
2022 Q2	$2.17M	Buy	49,265 +190	+0.4%	+$8.46K	0.01%	113
2022 Q1	$2.28M	Sell	49,075 -237	-0.5%	-$11.3K	0.01%	114
2021 Q4	$2.44M	Buy	49,312 +1,505	+3%	+$74.4K	0.01%	113
2021 Q3	$2.37M	Buy	47,807 +18,689	+64%	+$934K	0.01%	108
2021 Q2	$1.45M	Buy	+29,118	New	+$1.44M	﹤0.01%	111

Other funds holding EUSB