Betterment LLC’s Invesco Total Return Bond ETF GTO Stock Holding History

Betterment LLC’s Portfolio GTO Stock Details GTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$696K	Buy	14,851 +636	+4%	+$29.8K	﹤0.01%	416
2026 Q1	$666K	Buy	14,215 +3,193	+29%	+$151K	﹤0.01%	383
2025 Q4	$523K	Buy	11,022 +3,588	+48%	+$171K	﹤0.01%	393
2025 Q3	$353K	Buy	7,434 +194	+3%	+$9.13K	﹤0.01%	436
2025 Q2	$339K	Sell	7,240 -4,454	-38%	-$206K	﹤0.01%	413
2025 Q1	$549K	Sell	11,694 -42	-0.4%	-$1.96K	﹤0.01%	326
2024 Q4	$545K	Buy	11,736 +80	+0.7%	+$3.77K	﹤0.01%	313
2024 Q3	$563K	Buy	11,656 +2,214	+23%	+$106K	﹤0.01%	299
2024 Q2	$438K	Buy	9,442 +4,201	+80%	+$194K	﹤0.01%	300
2024 Q1	$245K	Buy	+5,241	New	+$245K	﹤0.01%	334

Other funds holding GTO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Betterment LLC's GTO Position: Q2 2026 in Review

Betterment LLC increased its Invesco Total Return Bond ETF (GTO) stake by 4.5% in Q2 2026, buying an estimated $29.8K and bringing the position to 14,851 shares worth $696K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Betterment LLC first reported a position in GTO in Q1 2024 and has held it in 10 quarters since. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

Betterment LLC held 14,851 shares of Invesco Total Return Bond ETF worth $696K as of Q2 2026.
Betterment LLC bought 636 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $29.8K.
Invesco Total Return Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #416 holding.
Betterment LLC first reported a position in Invesco Total Return Bond ETF in Q1 2024 and has held it in 10 quarters since.
205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

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