Betterment LLC’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.16M | Buy |
74,802
+1,068
| +1% | +$102K | 0.02% | 135 |
|
|
2025
Q1 | $7.03M | Buy |
73,734
+25,904
| +54% | +$2.47M | 0.02% | 129 |
|
|
2024
Q4 | $4.42M | Buy |
47,830
+3,367
| +8% | +$311K | 0.01% | 141 |
|
|
2024
Q3 | $4.36M | Buy |
44,463
+1,830
| +4% | +$180K | 0.01% | 131 |
|
|
2024
Q2 | $3.99M | Sell |
42,633
-11,319
| -21% | -$1.06M | 0.01% | 126 |
|
|
2024
Q1 | $5.11M | Sell |
53,952
-23,810
| -31% | -$2.25M | 0.01% | 105 |
|
|
2023
Q4 | $7.5M | Sell |
77,762
-502
| -0.6% | -$48.4K | 0.02% | 83 |
|
|
2023
Q3 | $7.17M | Sell |
78,264
-37,871
| -33% | -$3.47M | 0.02% | 76 |
|
|
2023
Q2 | $11.2M | Sell |
116,135
-57,042
| -33% | -$5.51M | 0.03% | 65 |
|
|
2023
Q1 | $17.2M | Sell |
173,177
-21,085
| -11% | -$2.09M | 0.06% | 54 |
|
|
2022
Q4 | $18.6M | Buy |
194,262
+57,645
| +42% | +$5.52M | 0.06% | 53 |
|
|
2022
Q3 | $14M | Hold |
136,617
| – | – | 0.05% | 52 |
|
|
2022
Q2 | $14M | Buy |
136,617
+102,147
| +296% | +$10.4M | 0.05% | 52 |
|
|
2022
Q1 | $3.7M | Sell |
34,470
-9,714
| -22% | -$1.04M | 0.01% | 96 |
|
|
2021
Q4 | $5.08M | Buy |
44,184
+13,405
| +44% | +$1.54M | 0.02% | 83 |
|
|
2021
Q3 | $3.55M | Buy |
30,779
+12,366
| +67% | +$1.42M | 0.01% | 93 |
|
|
2021
Q2 | $2.13M | Buy |
18,413
+1,572
| +9% | +$182K | 0.01% | 104 |
|
|
2021
Q1 | $1.9M | Sell |
16,841
-890
| -5% | -$101K | 0.01% | 85 |
|
|
2020
Q4 | $2.13M | Buy |
17,731
+166
| +0.9% | +$19.9K | 0.01% | 77 |
|
|
2020
Q3 | $2.14M | Buy |
17,565
+667
| +4% | +$81.3K | 0.01% | 69 |
|
|
2020
Q2 | $2.06M | Buy |
16,898
+14,134
| +511% | +$1.72M | 0.01% | 69 |
|
|
2020
Q1 | $336K | Sell |
2,764
-512
| -16% | -$62.2K | ﹤0.01% | 100 |
|
|
2019
Q4 | $361K | Buy |
3,276
+189
| +6% | +$20.8K | ﹤0.01% | 98 |
|
|
2019
Q3 | $340K | Hold |
3,087
| – | – | ﹤0.01% | 99 |
|
|
2019
Q2 | $340K | Buy |
3,087
+32
| +1% | +$3.52K | ﹤0.01% | 99 |
|
|
2019
Q1 | $326K | Buy |
3,055
+11
| +0.4% | +$1.17K | ﹤0.01% | 97 |
|
|
2018
Q4 | $317K | Buy |
3,044
+23
| +0.8% | +$2.4K | ﹤0.01% | 93 |
|
|
2018
Q3 | $306K | Buy |
3,021
+135
| +5% | +$13.7K | ﹤0.01% | 90 |
|
|
2018
Q2 | $296K | Buy |
+2,886
| New | +$296K | ﹤0.01% | 90 |
|
|
2018
Q1 | – | Sell |
-11,776
| Closed | -$1.24M | – | 94 |
|
|
2017
Q4 | $1.24M | Buy |
11,776
+2,751
| +30% | +$290K | 0.01% | 53 |
|
|
2017
Q3 | $961K | Buy |
9,025
+6,266
| +227% | +$667K | 0.01% | 52 |
|
|
2017
Q2 | $294K | Sell |
2,759
-1,062
| -28% | -$113K | ﹤0.01% | 67 |
|
|
2017
Q1 | $403K | Buy |
3,821
+25
| +0.7% | +$2.64K | ﹤0.01% | 58 |
|
|
2016
Q4 | $398K | Sell |
3,796
-1,874
| -33% | -$196K | 0.01% | 51 |
|
|
2016
Q3 | $634K | Buy |
5,670
+36
| +0.6% | +$4.03K | 0.01% | 35 |
|
|
2016
Q2 | $636K | Buy |
+5,634
| New | +$636K | 0.01% | 34 |
|