Betterment LLC
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Betterment LLC’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Betterment LLC’s Portfolio ILTB Stock Details ILTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.64M Buy
33,388
+7,966
+31% +$390K ﹤0.01% 277
2026
Q1 		$1.25M Buy
25,422
+1,198
+5% +$59.7K ﹤0.01% 295
2025
Q4 		$1.2M Buy
24,224
+93
+0.4% +$4.7K ﹤0.01% 285
2025
Q3 		$1.22M Sell
24,131
-1,036
-4% -$51.2K ﹤0.01% 279
2025
Q2 		$1.24M Buy
25,167
+3,075
+14% +$149K ﹤0.01% 255
2025
Q1 		$1.1M Buy
22,092
+2,343
+12% +$116K ﹤0.01% 246
2024
Q4 		$961K Buy
19,749
+1,650
+9% +$83.5K ﹤0.01% 253
2024
Q3 		$964K Sell
18,099
-17
-0.1% -$883 ﹤0.01% 241
2024
Q2 		$901K Buy
18,116
+2,809
+18% +$139K ﹤0.01% 231
2024
Q1 		$782K Buy
15,307
+2,129
+16% +$108K ﹤0.01% 224
2023
Q4 		$693K Sell
13,178
-1,368
-9% -$66K ﹤0.01% 209
2023
Q3 		$687K Sell
14,546
-8,551
-37% -$429K ﹤0.01% 194
2023
Q2 		$1.22M Sell
23,097
-212
-0.9% -$11.2K ﹤0.01% 140
2023
Q1 		$1.25M Buy
23,309
+2,624
+13% +$139K ﹤0.01% 139
2022
Q4 		$1.05M Buy
20,685
+4,267
+26% +$216K ﹤0.01% 146
2022
Q3 		$913K Hold
16,418
– – ﹤0.01% 151
2022
Q2 		$913K Buy
16,418
+3,087
+23% +$178K ﹤0.01% 151
2022
Q1 		$854K Buy
13,331
+1,910
+17% +$127K ﹤0.01% 149
2021
Q4 		$824K Sell
11,421
-949
-8% -$68.5K ﹤0.01% 142
2021
Q3 		$885K Buy
12,370
+2,356
+24% +$173K ﹤0.01% 132
2021
Q2 		$724K Buy
10,014
+615
+7% +$43.2K ﹤0.01% 129
2021
Q1 		$644K Buy
9,399
+1,356
+17% +$97.2K ﹤0.01% 106
2020
Q4 		$615K Buy
8,043
+1,675
+26% +$127K ﹤0.01% 104
2020
Q3 		$481K Sell
6,368
-794
-11% -$61K ﹤0.01% 98
2020
Q2 		$537K Buy
7,162
+4,023
+128% +$295K ﹤0.01% 94
2020
Q1 		$224K Buy
+3,139
New +$222K ﹤0.01% 109

Other funds holding ILTB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RF
RetireMitten Financial Milford, Michigan $237M AUM
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

Betterment LLC's ILTB Position: Q2 2026 in Review

Betterment LLC increased its iShares Core 10+ Year USD Bond ETF (ILTB) stake by 31% in Q2 2026, buying an estimated $390K and bringing the position to 33,388 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Betterment LLC first reported a position in ILTB in Q1 2020 and has held it in 26 quarters since. 89 funds tracked by Wall St. Rank hold ILTB as of Q2 2026.

  • Betterment LLC held 33,388 shares of iShares Core 10+ Year USD Bond ETF worth $1.64M as of Q2 2026.
  • Betterment LLC bought 7,966 iShares Core 10+ Year USD Bond ETF shares in Q2 2026, an estimated $390K.
  • iShares Core 10+ Year USD Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #277 holding.
  • Betterment LLC first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • 89 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2026.

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