Betterment LLC
IEF icon

Betterment LLC’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Betterment LLC’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$56.5M Buy
597,634
+429,636
+256% +$40.7M 0.1% 71
2026
Q1 		$16M Buy
167,998
+16,186
+11% +$1.56M 0.03% 110
2025
Q4 		$14.6M Buy
151,812
+19,047
+14% +$1.84M 0.03% 112
2025
Q3 		$12.8M Buy
132,765
+57,963
+77% +$5.54M 0.03% 113
2025
Q2 		$7.16M Buy
74,802
+1,068
+1% +$101K 0.02% 135
2025
Q1 		$7.03M Buy
73,734
+25,904
+54% +$2.42M 0.02% 129
2024
Q4 		$4.42M Buy
47,830
+3,367
+8% +$318K 0.01% 141
2024
Q3 		$4.36M Buy
44,463
+1,830
+4% +$177K 0.01% 131
2024
Q2 		$3.99M Sell
42,633
-11,319
-21% -$1.05M 0.01% 126
2024
Q1 		$5.11M Sell
53,952
-23,810
-31% -$2.26M 0.01% 105
2023
Q4 		$7.5M Sell
77,762
-502
-0.6% -$46.4K 0.02% 83
2023
Q3 		$7.17M Sell
78,264
-37,871
-33% -$3.57M 0.02% 76
2023
Q2 		$11.2M Sell
116,135
-57,042
-33% -$5.61M 0.03% 65
2023
Q1 		$17.2M Sell
173,177
-21,085
-11% -$2.06M 0.06% 54
2022
Q4 		$18.6M Buy
194,262
+57,645
+42% +$5.54M 0.06% 53
2022
Q3 		$14M Hold
136,617
– – 0.05% 52
2022
Q2 		$14M Buy
136,617
+102,147
+296% +$10.5M 0.05% 52
2022
Q1 		$3.7M Sell
34,470
-9,714
-22% -$1.08M 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% +$1.45M 0.01% 93
2021
Q2 		$2.13M Buy
18,413
+1,572
+9% +$180K 0.01% 104
2021
Q1 		$1.9M Sell
16,841
-890
-5% -$104K 0.01% 85
2020
Q4 		$2.13M Buy
17,731
+166
+0.9% +$20K 0.01% 77
2020
Q3 		$2.14M Buy
17,565
+667
+4% +$81.4K 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% -$58.9K ﹤0.01% 100
2019
Q4 		$361K Buy
3,276
+189
+6% +$21.1K ﹤0.01% 98
2019
Q3 		$340K Hold
3,087
– – ﹤0.01% 99
2019
Q2 		$340K Buy
3,087
+32
+1% +$3.43K ﹤0.01% 99
2019
Q1 		$326K Buy
3,055
+11
+0.4% +$1.15K ﹤0.01% 97
2018
Q4 		$317K Buy
3,044
+23
+0.8% +$2.33K ﹤0.01% 93
2018
Q3 		$306K Buy
3,021
+135
+5% +$13.8K ﹤0.01% 90
2018
Q2 		$296K Buy
+2,886
New +$294K ﹤0.01% 90
2018
Q1 		– Sell
-11,776
Closed -$1.24M – 94
2017
Q4 		$1.24M Buy
11,776
+2,751
+30% +$292K 0.01% 53
2017
Q3 		$961K Buy
9,025
+6,266
+227% +$671K 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% +$2.63K ﹤0.01% 58
2016
Q4 		$398K Sell
3,796
-1,874
-33% -$201K 0.01% 51
2016
Q3 		$634K Buy
5,670
+36
+0.6% +$4.04K 0.01% 35
2016
Q2 		$636K Buy
+5,634
New +$623K 0.01% 34

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Betterment LLC's IEF Position: Q2 2026 in Review

Betterment LLC increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 256% in Q2 2026, buying an estimated $40.7M and bringing the position to 597,634 shares worth $56.5M. The position accounts for 0.1% of the portfolio, ranked #71.

Betterment LLC first reported a position in IEF in Q2 2016 and has held it in 40 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Betterment LLC held 597,634 shares of iShares 7-10 Year Treasury Bond ETF worth $56.5M as of Q2 2026.
  • Betterment LLC bought 429,636 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $40.7M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.1% of Betterment LLC's portfolio in Q2 2026, its #71 holding.
  • Betterment LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2016 and has held it in 40 quarters since.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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