Betterment LLC’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Betterment LLC’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$344K	Buy	14,214 +1,761	+14%	+$42.6K	﹤0.01%	556
2026 Q1	$302K	Buy	12,453 +2,249	+22%	+$54.6K	﹤0.01%	532
2025 Q4	$248K	Buy	10,204 +1,758	+21%	+$42.7K	﹤0.01%	518
2025 Q3	$206K	Buy	+8,446	New	+$205K	﹤0.01%	516

Other funds holding IBDS

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Betterment LLC's IBDS Position: Q2 2026 in Review

Betterment LLC increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 14% in Q2 2026, buying an estimated $42.6K and bringing the position to 14,214 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Betterment LLC first reported a position in IBDS in Q3 2025 and has held it in 4 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Betterment LLC held 14,214 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $344K as of Q2 2026.
Betterment LLC bought 1,761 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $42.6K.
iShares iBonds Dec 2027 Term Corporate ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #556 holding.
Betterment LLC first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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