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 Q2	$420K	Buy	9,641 +2,987	+45%	+$130K	﹤0.01%	519
2026 Q1	$292K	Buy	+6,654	New	+$294K	﹤0.01%	538

Other funds holding IMTB

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

OWA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC's IMTB Position: Q2 2026 in Review

Betterment LLC increased its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 45% in Q2 2026, buying an estimated $130K and bringing the position to 9,641 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Betterment LLC first reported a position in IMTB in Q1 2026 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

Betterment LLC held 9,641 shares of iShares Core 5-10 Year USD Bond ETF worth $420K as of Q2 2026.
Betterment LLC bought 2,987 iShares Core 5-10 Year USD Bond ETF shares in Q2 2026, an estimated $130K.
iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #519 holding.
Betterment LLC first reported a position in iShares Core 5-10 Year USD Bond ETF in Q1 2026 and has held it in 2 quarters since.
63 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

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