Betterment LLC
GOVT icon

Betterment LLC’s iShares US Treasury Bond ETF GOVT Stock Holding History

Betterment LLC’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$988K Buy
43,373
+10,136
+30% +$231K ﹤0.01% 347
2026
Q1 		$761K Buy
33,237
+2,857
+9% +$65.9K ﹤0.01% 366
2025
Q4 		$700K Buy
30,380
+1,818
+6% +$42.1K ﹤0.01% 351
2025
Q3 		$660K Buy
28,562
+855
+3% +$19.6K ﹤0.01% 338
2025
Q2 		$637K Buy
27,707
+3,723
+16% +$84.8K ﹤0.01% 324
2025
Q1 		$551K Sell
23,984
-6,753
-22% -$153K ﹤0.01% 324
2024
Q4 		$706K Sell
30,737
-528
-2% -$12K ﹤0.01% 284
2024
Q3 		$733K Buy
31,265
+1,617
+5% +$37.4K ﹤0.01% 267
2024
Q2 		$669K Buy
29,648
+9,176
+45% +$206K ﹤0.01% 257
2024
Q1 		$466K Buy
20,472
+2,704
+15% +$61.5K ﹤0.01% 266
2023
Q4 		$409K Sell
17,768
-4,209
-19% -$93.7K ﹤0.01% 244
2023
Q3 		$484K Buy
21,977
+1,688
+8% +$38K ﹤0.01% 217
2023
Q2 		$465K Buy
20,289
+5,484
+37% +$127K ﹤0.01% 203
2023
Q1 		$346K Sell
14,805
-3,355
-18% -$77.5K ﹤0.01% 220
2022
Q4 		$413K Buy
18,160
+3,696
+26% +$84K ﹤0.01% 203
2022
Q3 		$346K Hold
14,464
– – ﹤0.01% 199
2022
Q2 		$346K Buy
+14,464
New +$348K ﹤0.01% 199

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

Betterment LLC's GOVT Position: Q2 2026 in Review

Betterment LLC increased its iShares US Treasury Bond ETF (GOVT) stake by 30% in Q2 2026, buying an estimated $231K and bringing the position to 43,373 shares worth $988K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Betterment LLC first reported a position in GOVT in Q2 2022 and has held it in 17 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Betterment LLC held 43,373 shares of iShares US Treasury Bond ETF worth $988K as of Q2 2026.
  • Betterment LLC bought 10,136 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $231K.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #347 holding.
  • Betterment LLC first reported a position in iShares US Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

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