Betterment LLC’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.35M | Buy |
57,017
+10,658
| +23% | +$1M | 0.01% | 153 |
|
|
2025
Q1 | $4.35M | Sell |
46,359
-43,341
| -48% | -$4.06M | 0.01% | 149 |
|
|
2024
Q4 | $8.22M | Buy |
89,700
+4,686
| +6% | +$430K | 0.02% | 118 |
|
|
2024
Q3 | $8.15M | Sell |
85,014
-13,838
| -14% | -$1.33M | 0.02% | 112 |
|
|
2024
Q2 | $9.08M | Sell |
98,852
-26,260
| -21% | -$2.41M | 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% | -$2.38M | 0.04% | 63 |
|
|
2023
Q3 | $13.8M | Sell |
155,490
-44,997
| -22% | -$4M | 0.04% | 59 |
|
|
2023
Q2 | $18.7M | Sell |
200,487
-32,643
| -14% | -$3.04M | 0.06% | 54 |
|
|
2023
Q1 | $22.1M | Sell |
233,130
-12,535
| -5% | -$1.19M | 0.07% | 50 |
|
|
2022
Q4 | $22.8M | Buy |
245,665
+112,954
| +85% | +$10.5M | 0.08% | 48 |
|
|
2022
Q3 | $12.9M | Hold |
132,711
| – | – | 0.05% | 54 |
|
|
2022
Q2 | $12.9M | Sell |
132,711
-11,779
| -8% | -$1.15M | 0.05% | 54 |
|
|
2022
Q1 | $14.7M | Buy |
144,490
+13,108
| +10% | +$1.34M | 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% | +$598K | 0.04% | 56 |
|
|
2021
Q2 | $10.2M | Buy |
94,685
+26,361
| +39% | +$2.85M | 0.03% | 54 |
|
|
2021
Q1 | $7.41M | Sell |
68,324
-284
| -0.4% | -$30.8K | 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% | +$186K | 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% | -$1.36M | 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% | -$1.1M | 0.02% | 51 |
|
|
2019
Q1 | $5.35M | Sell |
50,262
-9,102
| -15% | -$968K | 0.03% | 48 |
|
|
2018
Q4 | $6.21M | Sell |
59,364
-1,118
| -2% | -$117K | 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% | +$1.44M | 0.05% | 31 |
|
|
2018
Q1 | $5.95M | Buy |
57,342
+29,232
| +104% | +$3.03M | 0.04% | 32 |
|
|
2017
Q4 | $3M | Buy |
28,110
+20,018
| +247% | +$2.13M | 0.02% | 37 |
|
|
2017
Q3 | $867K | Buy |
8,092
+3,889
| +93% | +$417K | 0.01% | 56 |
|
|
2017
Q2 | $449K | Buy |
4,203
+225
| +6% | +$24K | ﹤0.01% | 60 |
|
|
2017
Q1 | $424K | Buy |
3,978
+45
| +1% | +$4.8K | 0.01% | 55 |
|
|
2016
Q4 | $418K | Buy |
3,933
+45
| +1% | +$4.78K | 0.01% | 48 |
|
|
2016
Q3 | $428K | Buy |
3,888
+63
| +2% | +$6.94K | 0.01% | 40 |
|
|
2016
Q2 | $421K | Buy |
+3,825
| New | +$421K | 0.01% | 40 |
|