Betterment LLC’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Betterment LLC’s Portfolio ICSH Stock Details ICSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$484K	Buy	9,576 +772	+9%	+$39K	﹤0.01%	490
2026 Q1	$446K	Buy	8,804 +1,837	+26%	+$93K	﹤0.01%	464
2025 Q4	$352K	Sell	6,967 -2,056	-23%	-$104K	﹤0.01%	464
2025 Q3	$458K	Buy	9,023 +3,290	+57%	+$167K	﹤0.01%	402
2025 Q2	$291K	Sell	5,733 -11,331	-66%	-$573K	﹤0.01%	435
2025 Q1	$865K	Buy	17,064 +3,334	+24%	+$169K	﹤0.01%	271
2024 Q4	$692K	Sell	13,730 -9,466	-41%	-$478K	﹤0.01%	285
2024 Q3	$1.18M	Sell	23,196 -14,377	-38%	-$727K	﹤0.01%	220
2024 Q2	$1.9M	Sell	37,573 -221	-0.6%	-$11.1K	﹤0.01%	176
2024 Q1	$1.91M	Buy	+37,794	New	+$1.91M	0.01%	154
2023 Q3	–	Sell	-4,029	Closed	-$203K	–	298
2023 Q2	$203K	Buy	+4,029	New	+$202K	﹤0.01%	279

Other funds holding ICSH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 1-Year Est. Return

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

BFPW

BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Betterment LLC's ICSH Position: Q2 2026 in Review

Betterment LLC increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 8.8% in Q2 2026, buying an estimated $39K and bringing the position to 9,576 shares worth $484K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Betterment LLC first reported a position in ICSH in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.91M in Q1 2024. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Betterment LLC held 9,576 shares of iShares Ultra Short Duration Bond Active ETF worth $484K as of Q2 2026.
Betterment LLC bought 772 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $39K.
iShares Ultra Short Duration Bond Active ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #490 holding.
Betterment LLC first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2023 and has held it in 11 quarters since.
Betterment LLC's iShares Ultra Short Duration Bond Active ETF position peaked at $1.91M in Q1 2024.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

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