Betterment LLC
IBDR icon

Betterment LLC’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Betterment LLC’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-9,814
Closed -$238K – 620
2025
Q4 		$238K Buy
9,814
+824
+9% +$20K ﹤0.01% 525
2025
Q3 		$218K Buy
+8,990
New +$218K ﹤0.01% 504

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Betterment LLC's IBDR Position: Q1 2026 in Review

Betterment LLC sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2026, closing a stake of 9,814 shares — an estimated $238K sold.

Betterment LLC first reported a position in IBDR in Q3 2025 and held it in 2 quarters. The position peaked at $238K in Q4 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

  • Betterment LLC reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • Betterment LLC sold 9,814 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $238K.
  • Betterment LLC first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2025 and held it in 2 quarters.
  • Betterment LLC's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $238K in Q4 2025.
  • 439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.