Betterment LLC
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Betterment LLC’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Betterment LLC’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.76M Buy
36,554
+234
+0.6% +$11.3K ﹤0.01% 264
2026
Q1 		$1.76M Sell
36,320
-3,576
-9% -$174K ﹤0.01% 251
2025
Q4 		$1.95M Buy
39,896
+371
+0.9% +$18.1K ﹤0.01% 233
2025
Q3 		$1.93M Sell
39,525
-397
-1% -$19.3K ﹤0.01% 227
2025
Q2 		$1.94M Buy
39,922
+2,550
+7% +$123K ﹤0.01% 213
2025
Q1 		$1.81M Sell
37,372
-2,407
-6% -$116K ﹤0.01% 212
2024
Q4 		$1.9M Buy
39,779
+541
+1% +$26K ﹤0.01% 210
2024
Q3 		$1.91M Buy
39,238
+524
+1% +$25.2K ﹤0.01% 190
2024
Q2 		$1.83M Buy
38,714
+577
+2% +$27.2K ﹤0.01% 180
2024
Q1 		$1.81M Buy
38,137
+585
+2% +$27.7K ﹤0.01% 161
2023
Q4 		$1.79M Sell
37,552
-3,047
-8% -$142K 0.01% 138
2023
Q3 		$1.88M Sell
40,599
-2,863
-7% -$133K 0.01% 126
2023
Q2 		$2.03M Sell
43,462
-38
-0.1% -$1.79K 0.01% 118
2023
Q1 		$2.05M Sell
43,500
-386
-0.9% -$18.1K 0.01% 121
2022
Q4 		$2.04M Buy
43,886
+4,112
+10% +$190K 0.01% 117
2022
Q3 		$1.89M Hold
39,774
– – 0.01% 120
2022
Q2 		$1.89M Buy
39,774
+10,509
+36% +$502K 0.01% 120
2022
Q1 		$1.42M Buy
29,265
+906
+3% +$44.8K ﹤0.01% 126
2021
Q4 		$1.43M Buy
28,359
+21,574
+318% +$1.09M ﹤0.01% 124
2021
Q3 		$347K Sell
6,785
-82
-1% -$4.2K ﹤0.01% 168
2021
Q2 		$352K Buy
6,867
+1,792
+35% +$92K ﹤0.01% 149
2021
Q1 		$260K Buy
+5,075
New +$261K ﹤0.01% 130
2020
Q3 		– Sell
-5,136
Closed -$264K – 116
2020
Q2 		$264K Buy
5,136
+181
+4% +$9.25K ﹤0.01% 110
2020
Q1 		$250K Buy
+4,955
New +$250K ﹤0.01% 107

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Betterment LLC's ISTB Position: Q2 2026 in Review

Betterment LLC increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.64% in Q2 2026, buying an estimated $11.3K and bringing the position to 36,554 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Betterment LLC first reported a position in ISTB in Q1 2020 and has held it in 24 quarters since. The position peaked at $2.05M in Q1 2023. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Betterment LLC held 36,554 shares of iShares Core 1-5 Year USD Bond ETF worth $1.76M as of Q2 2026.
  • Betterment LLC bought 234 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $11.3K.
  • iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #264 holding.
  • Betterment LLC first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2020 and has held it in 24 quarters since.
  • Betterment LLC's iShares Core 1-5 Year USD Bond ETF position peaked at $2.05M in Q1 2023.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

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