Betterment LLC
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Betterment LLC’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Betterment LLC’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.63M Buy
208,442
+36,692
+21% +$1.71M 0.02% 138
2025
Q4 		$7.99M Buy
171,750
+65,759
+62% +$3.07M 0.02% 141
2025
Q3 		$4.95M Buy
105,991
+69,562
+191% +$3.22M 0.01% 156
2025
Q2 		$1.68M Sell
36,429
-655
-2% -$29.9K ﹤0.01% 227
2025
Q1 		$1.71M Buy
37,084
+914
+3% +$41.7K ﹤0.01% 216
2024
Q4 		$1.64M Buy
36,170
+7,200
+25% +$330K ﹤0.01% 217
2024
Q3 		$1.36M Buy
28,970
+1,469
+5% +$68.2K ﹤0.01% 208
2024
Q2 		$1.24M Buy
27,501
+4,728
+21% +$213K ﹤0.01% 201
2024
Q1 		$1.04M Buy
22,773
+8,714
+62% +$397K ﹤0.01% 199
2023
Q4 		$648K Sell
14,059
-7,952
-36% -$351K ﹤0.01% 214
2023
Q3 		$962K Buy
22,011
+9,641
+78% +$431K ﹤0.01% 170
2023
Q2 		$562K Buy
12,370
+2,852
+30% +$131K ﹤0.01% 191
2023
Q1 		$439K Sell
9,518
-24,787
-72% -$1.13M ﹤0.01% 207
2022
Q4 		$1.54M Buy
34,305
+6,972
+26% +$312K 0.01% 130
2022
Q3 		$1.28M Hold
27,333
– – ﹤0.01% 133
2022
Q2 		$1.28M Buy
27,333
+3,249
+13% +$154K ﹤0.01% 133
2022
Q1 		$1.2M Buy
24,084
+2,422
+11% +$123K ﹤0.01% 135
2021
Q4 		$1.15M Buy
+21,662
New +$1.15M ﹤0.01% 133

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Betterment LLC's IUSB Position: Q1 2026 in Review

Betterment LLC increased its iShares Core Universal USD Bond ETF (IUSB) stake by 21% in Q1 2026, buying an estimated $1.71M and bringing the position to 208,442 shares worth $9.63M. The position accounts for 0.02% of the portfolio, ranked #138.

Betterment LLC first reported a position in IUSB in Q4 2021 and has held it in 18 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Betterment LLC held 208,442 shares of iShares Core Universal USD Bond ETF worth $9.63M as of Q1 2026.
  • Betterment LLC bought 36,692 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $1.71M.
  • iShares Core Universal USD Bond ETF made up 0.02% of Betterment LLC's portfolio in Q1 2026, its #138 holding.
  • Betterment LLC first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

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