Betterment LLC
IBD icon

Betterment LLC’s Inspire Corporate Bond ETF IBD Stock Holding History

Betterment LLC’s Portfolio IBD Stock Details IBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,238
Closed -$217K – 464
2024
Q4 		$217K Buy
9,238
+286
+3% +$6.79K ﹤0.01% 430
2024
Q3 		$216K Buy
+8,952
New +$214K ﹤0.01% 414

Other funds holding IBD

IA
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FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return

Betterment LLC's IBD Position: Q1 2025 in Review

Betterment LLC sold out of Inspire Corporate Bond ETF (IBD) in Q1 2025, closing a stake of 9,238 shares — an estimated $217K sold.

Betterment LLC first reported a position in IBD in Q3 2024 and held it in 2 quarters. The position peaked at $217K in Q4 2024. 92 funds tracked by Wall St. Rank hold IBD as of Q1 2025.

  • Betterment LLC reported no remaining Inspire Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Betterment LLC sold 9,238 Inspire Corporate Bond ETF shares in Q1 2025, an estimated $217K.
  • Betterment LLC first reported a position in Inspire Corporate Bond ETF in Q3 2024 and held it in 2 quarters.
  • Betterment LLC's Inspire Corporate Bond ETF position peaked at $217K in Q4 2024.
  • 92 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2025.

Based on Betterment LLC's 13F filing for Q1 2025, filed 15 May 2025.