Betterment LLC
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Betterment LLC’s iShares Convertible Bond ETF ICVT Stock Holding History

Betterment LLC’s Portfolio ICVT Stock Details ICVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$262K Buy
+2,156
New +$250K ﹤0.01% 607
2024
Q3 		– Sell
-2,551
Closed -$201K – 425
2024
Q2 		$201K Buy
+2,551
New +$199K ﹤0.01% 390

Other funds holding ICVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC's ICVT Position: Q2 2026 in Review

Betterment LLC opened a new position in iShares Convertible Bond ETF (ICVT) in Q2 2026: 2,156 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #607 among its holdings. This is a return to the name: Betterment LLC previously reported a position in ICVT as recently as Q2 2024.

Betterment LLC first reported a position in ICVT in Q2 2024 and has held it in 2 quarters since. 404 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

  • Betterment LLC held 2,156 shares of iShares Convertible Bond ETF worth $262K as of Q2 2026.
  • iShares Convertible Bond ETF was a new Betterment LLC position in Q2 2026.
  • iShares Convertible Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #607 holding.
  • Betterment LLC first reported a position in iShares Convertible Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

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