Betterment LLC
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Betterment LLC’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Betterment LLC’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$256K Buy
11,754
+1,850
+19% +$40.4K ﹤0.01% 611
2026
Q1 		$217K Buy
+9,904
New +$218K ﹤0.01% 598

Other funds holding IBDV

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ACA
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Betterment LLC's IBDV Position: Q2 2026 in Review

Betterment LLC increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 19% in Q2 2026, buying an estimated $40.4K and bringing the position to 11,754 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Betterment LLC first reported a position in IBDV in Q1 2026 and has held it in 2 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Betterment LLC held 11,754 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $256K as of Q2 2026.
  • Betterment LLC bought 1,850 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $40.4K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #611 holding.
  • Betterment LLC first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • 349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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