Betterment LLC
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Betterment LLC’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Betterment LLC’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.44M Buy
20,590
+1,485
+8% +$177K ﹤0.01% 223
2025
Q4 		$2.28M Buy
19,105
+1,358
+8% +$163K ﹤0.01% 223
2025
Q3 		$2.12M Buy
17,747
+10,246
+137% +$1.22M ﹤0.01% 216
2025
Q2 		$893K Sell
7,501
-964
-11% -$114K ﹤0.01% 282
2025
Q1 		$1M Buy
8,465
+211
+3% +$24.6K ﹤0.01% 255
2024
Q4 		$954K Buy
8,254
+664
+9% +$77.5K ﹤0.01% 256
2024
Q3 		$908K Buy
7,590
+1,924
+34% +$227K ﹤0.01% 248
2024
Q2 		$654K Buy
5,666
+59
+1% +$6.76K ﹤0.01% 260
2024
Q1 		$649K Buy
5,607
+470
+9% +$54.5K ﹤0.01% 236
2023
Q4 		$602K Buy
5,137
+2,810
+121% +$321K ﹤0.01% 215
2023
Q3 		$263K Sell
2,327
-6,597
-74% -$754K ﹤0.01% 271
2023
Q2 		$1.03M Buy
8,924
+1,673
+23% +$196K ﹤0.01% 151
2023
Q1 		$853K Buy
7,251
+3,400
+88% +$395K ﹤0.01% 164
2022
Q4 		$442K Buy
+3,851
New +$442K ﹤0.01% 194
2019
Q4 		– Sell
-4,751
Closed -$597K – 113
2019
Q3 		$597K Hold
4,751
– – ﹤0.01% 87
2019
Q2 		$597K Sell
4,751
-12,041
-72% -$1.49M ﹤0.01% 87
2019
Q1 		$2.07M Sell
16,792
-22,655
-57% -$2.76M 0.01% 68
2018
Q4 		$4.79M Buy
39,447
+12,337
+46% +$1.47M 0.03% 49
2018
Q3 		$3.23M Sell
27,110
-4,766
-15% -$570K 0.02% 51
2018
Q2 		$3.83M Buy
31,876
+5,142
+19% +$615K 0.03% 43
2018
Q1 		$3.19M Buy
26,734
+13,640
+104% +$1.64M 0.02% 48
2017
Q4 		$1.6M Buy
13,094
+7,189
+122% +$883K 0.01% 50
2017
Q3 		$729K Buy
5,905
+1,340
+29% +$166K 0.01% 62
2017
Q2 		$564K Buy
4,565
+2,403
+111% +$297K 0.01% 56
2017
Q1 		$266K Buy
2,162
+221
+11% +$27.1K ﹤0.01% 64
2016
Q4 		$238K Buy
+1,941
New +$241K ﹤0.01% 58

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC's IEI Position: Q1 2026 in Review

Betterment LLC increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 7.8% in Q1 2026, buying an estimated $177K and bringing the position to 20,590 shares worth $2.44M. The position accounts for ﹤0.01% of the portfolio, ranked #223.

Betterment LLC first reported a position in IEI in Q4 2016 and has held it in 26 quarters since. The position peaked at $4.79M in Q4 2018. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Betterment LLC held 20,590 shares of iShares 3-7 Year Treasury Bond ETF worth $2.44M as of Q1 2026.
  • Betterment LLC bought 1,485 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $177K.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #223 holding.
  • Betterment LLC first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2016 and has held it in 26 quarters since.
  • Betterment LLC's iShares 3-7 Year Treasury Bond ETF position peaked at $4.79M in Q4 2018.
  • 832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.