Betterment LLC’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Betterment LLC’s Portfolio IMTB Stock Details IMTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$292K	Buy	+6,654	New	+$294K	﹤0.01%	538

Other funds holding IMTB

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC's IMTB Position: Q1 2026 in Review

Betterment LLC opened a new position in iShares Core 5-10 Year USD Bond ETF (IMTB) in Q1 2026: 6,654 shares worth $292K. The stake represents ﹤0.01% of the portfolio and ranks #538 among its holdings.

61 funds tracked by Wall St. Rank hold IMTB as of Q1 2026.

Betterment LLC held 6,654 shares of iShares Core 5-10 Year USD Bond ETF worth $292K as of Q1 2026.
iShares Core 5-10 Year USD Bond ETF was a new Betterment LLC position in Q1 2026.
iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #538 holding.
61 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2026.

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