Betterment LLC
JBBB icon

Betterment LLC’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Betterment LLC’s Portfolio JBBB Stock Details JBBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$673K Buy
14,216
+7,256
+104% +$343K ﹤0.01% 424
2026
Q1 		$324K Buy
6,960
+821
+13% +$39K ﹤0.01% 521
2025
Q4 		$293K Buy
6,139
+172
+3% +$8.24K ﹤0.01% 503
2025
Q3 		$287K Buy
+5,967
New +$288K ﹤0.01% 464

Other funds holding JBBB

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $128M AUM 0.83% 1-Year Est. Return
MI
Markowski Investments Tampa, Florida $454M AUM
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Betterment LLC's JBBB Position: Q2 2026 in Review

Betterment LLC increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 104% in Q2 2026, buying an estimated $343K and bringing the position to 14,216 shares worth $673K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Betterment LLC first reported a position in JBBB in Q3 2025 and has held it in 4 quarters since. 194 funds tracked by Wall St. Rank hold JBBB as of Q2 2026.

  • Betterment LLC held 14,216 shares of Janus Henderson B-BBB CLO ETF worth $673K as of Q2 2026.
  • Betterment LLC bought 7,256 Janus Henderson B-BBB CLO ETF shares in Q2 2026, an estimated $343K.
  • Janus Henderson B-BBB CLO ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #424 holding.
  • Betterment LLC first reported a position in Janus Henderson B-BBB CLO ETF in Q3 2025 and has held it in 4 quarters since.
  • 194 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q2 2026.

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