Betterment LLC
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Betterment LLC’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$329K Buy
6,674
+681
+11% +$33.6K ﹤0.01% 421
2025
Q1
$295K Buy
5,993
+908
+18% +$44.7K ﹤0.01% 404
2024
Q4
$247K Buy
+5,085
New +$247K ﹤0.01% 411