Betterment LLC’s iShares MBS ETF MBB Stock Holding History

Betterment LLC’s Portfolio MBB Stock Details MBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.71M	Sell	60,424 -903	-1%	-$85.4K	0.01%	166
2026 Q1	$5.82M	Buy	61,327 +4,245	+7%	+$406K	0.01%	164
2025 Q4	$5.43M	Buy	57,082 +1,043	+2%	+$99.5K	0.01%	157
2025 Q3	$5.33M	Sell	56,039 -978	-2%	-$91.9K	0.01%	153
2025 Q2	$5.35M	Buy	57,017 +10,658	+23%	+$988K	0.01%	153
2025 Q1	$4.35M	Sell	46,359 -43,341	-48%	-$4.01M	0.01%	149
2024 Q4	$8.22M	Buy	89,700 +4,686	+6%	+$436K	0.02%	118
2024 Q3	$8.14M	Sell	85,014 -13,838	-14%	-$1.31M	0.02%	112
2024 Q2	$9.08M	Sell	98,852 -26,260	-21%	-$2.39M	0.02%	95
2024 Q1	$11.6M	Sell	125,112 -5,104	-4%	-$472K	0.03%	78
2023 Q4	$12.3M	Sell	130,216 -25,274	-16%	-$2.27M	0.04%	63
2023 Q3	$13.8M	Sell	155,490 -44,997	-22%	-$4.11M	0.04%	59
2023 Q2	$18.7M	Sell	200,487 -32,643	-14%	-$3.07M	0.06%	54
2023 Q1	$22.1M	Sell	233,130 -12,535	-5%	-$1.18M	0.07%	50
2022 Q4	$22.8M	Buy	245,665 +112,954	+85%	+$10.4M	0.08%	48
2022 Q3	$12.9M	Hold	132,711	–	–	0.05%	54
2022 Q2	$12.9M	Sell	132,711 -11,779	-8%	-$1.16M	0.05%	54
2022 Q1	$14.7M	Buy	144,490 +13,108	+10%	+$1.37M	0.05%	53
2021 Q4	$14.1M	Buy	131,382 +31,164	+31%	+$3.35M	0.04%	52
2021 Q3	$10.8M	Buy	100,218 +5,533	+6%	+$600K	0.04%	56
2021 Q2	$10.2M	Buy	94,685 +26,361	+39%	+$2.86M	0.03%	54
2021 Q1	$7.41M	Sell	68,324 -284	-0.4%	-$31.1K	0.03%	58
2020 Q4	$7.56M	Buy	68,608 +13,478	+24%	+$1.48M	0.03%	56
2020 Q3	$6.09M	Buy	55,130 +1,689	+3%	+$187K	0.03%	55
2020 Q2	$5.92M	Sell	53,441 -16,461	-24%	-$1.82M	0.03%	51
2020 Q1	$7.72M	Sell	69,902 -12,299	-15%	-$1.34M	0.05%	45
2019 Q4	$8.88M	Buy	82,201 +42,139	+105%	+$4.55M	0.05%	41
2019 Q3	$4.31M	Hold	40,062	–	–	0.02%	51
2019 Q2	$4.31M	Sell	40,062 -10,200	-20%	-$1.09M	0.02%	51
2019 Q1	$5.35M	Sell	50,262 -9,102	-15%	-$957K	0.03%	48
2018 Q4	$6.21M	Sell	59,364 -1,118	-2%	-$115K	0.04%	39
2018 Q3	$6.25M	Sell	60,482 -10,641	-15%	-$1.1M	0.04%	35
2018 Q2	$7.41M	Buy	71,123 +13,781	+24%	+$1.43M	0.05%	31
2018 Q1	$5.95M	Buy	57,342 +29,232	+104%	+$3.07M	0.04%	32
2017 Q4	$3M	Buy	28,110 +20,018	+247%	+$2.14M	0.02%	37
2017 Q3	$867K	Buy	8,092 +3,889	+93%	+$417K	0.01%	56
2017 Q2	$449K	Buy	4,203 +225	+6%	+$24.1K	﹤0.01%	60
2017 Q1	$424K	Buy	3,978 +45	+1%	+$4.78K	0.01%	55
2016 Q4	$418K	Buy	3,933 +45	+1%	+$4.87K	0.01%	48
2016 Q3	$428K	Buy	3,888 +63	+2%	+$6.92K	0.01%	40
2016 Q2	$421K	Buy	+3,825	New	+$419K	0.01%	40

Other funds holding MBB

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Betterment LLC's MBB Position: Q2 2026 in Review

Betterment LLC reduced its iShares MBS ETF (MBB) stake by 1.5% in Q2 2026, selling an estimated $85.4K and leaving 60,424 shares worth $5.71M. The position accounts for 0.01% of the portfolio, ranked #166.

Betterment LLC first reported a position in MBB in Q2 2016 and has held it in 41 quarters since. The position peaked at $22.8M in Q4 2022. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Betterment LLC held 60,424 shares of iShares MBS ETF worth $5.71M as of Q2 2026.
Betterment LLC sold 903 iShares MBS ETF shares in Q2 2026, an estimated $85.4K.
iShares MBS ETF made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #166 holding.
Betterment LLC first reported a position in iShares MBS ETF in Q2 2016 and has held it in 41 quarters since.
Betterment LLC's iShares MBS ETF position peaked at $22.8M in Q4 2022.
1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

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