Betterment LLC
EUSB icon

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

Betterment LLC’s Portfolio EUSB Stock Details EUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-23,820
Closed -$1.04M – 679
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Betterment LLC's EUSB Position: Q2 2026 in Review

Betterment LLC sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2026, closing a stake of 23,820 shares — an estimated $1.04M sold.

Betterment LLC first reported a position in EUSB in Q2 2021 and held it in 20 quarters. The position peaked at $2.44M in Q4 2021. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Betterment LLC reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Betterment LLC sold 23,820 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $1.04M.
  • Betterment LLC first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2021 and held it in 20 quarters.
  • Betterment LLC's iShares ESG Advanced Universal USD Bond ETF position peaked at $2.44M in Q4 2021.
  • 159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

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