Betterment LLC’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94B | Buy |
18,584,233
+175,531
| +1% | +$18.3M | 4.13% | 6 |
|
|
2025
Q1 | $1.94B | Buy |
18,408,702
+150,443
| +0.8% | +$15.9M | 4.6% | 6 |
|
|
2024
Q4 | $1.95B | Buy |
18,258,259
+1,371,663
| +8% | +$146M | 4.64% | 5 |
|
|
2024
Q3 | $1.83B | Buy |
16,886,596
+1,113,584
| +7% | +$121M | 4.38% | 6 |
|
|
2024
Q2 | $1.68B | Buy |
15,773,012
+2,347,935
| +17% | +$250M | 4.35% | 6 |
|
|
2024
Q1 | $1.44B | Buy |
13,425,077
+3,662,109
| +38% | +$394M | 3.88% | 7 |
|
|
2023
Q4 | $1.06B | Sell |
9,762,968
-498,158
| -5% | -$54M | 3.05% | 9 |
|
|
2023
Q3 | $1.05B | Buy |
10,261,126
+416,186
| +4% | +$42.7M | 3.33% | 9 |
|
|
2023
Q2 | $1.05B | Buy |
9,844,940
+94,686
| +1% | +$10.1M | 3.26% | 9 |
|
|
2023
Q1 | $1.05B | Buy |
9,750,254
+82,033
| +0.8% | +$8.84M | 3.4% | 9 |
|
|
2022
Q4 | $1.02B | Buy |
9,668,221
+2,650,115
| +38% | +$280M | 3.5% | 9 |
|
|
2022
Q3 | $746M | Hold |
7,018,106
| – | – | 2.67% | 11 |
|
|
2022
Q2 | $746M | Sell |
7,018,106
-636,727
| -8% | -$67.7M | 2.67% | 11 |
|
|
2022
Q1 | $839M | Sell |
7,654,833
-2,806,744
| -27% | -$308M | 2.67% | 9 |
|
|
2021
Q4 | $1.22B | Buy |
10,461,577
+617,023
| +6% | +$71.7M | 3.79% | 8 |
|
|
2021
Q3 | $1.14B | Buy |
9,844,554
+677,804
| +7% | +$78.7M | 3.82% | 8 |
|
|
2021
Q2 | $1.07B | Buy |
9,166,750
+996,664
| +12% | +$117M | 3.66% | 8 |
|
|
2021
Q1 | $948M | Buy |
8,170,086
+1,104,409
| +16% | +$128M | 3.57% | 9 |
|
|
2020
Q4 | $828M | Buy |
7,065,677
+1,167,083
| +20% | +$137M | 3.47% | 10 |
|
|
2020
Q3 | $684M | Buy |
5,898,594
+590,477
| +11% | +$68.5M | 3.36% | 10 |
|
|
2020
Q2 | $613M | Buy |
5,308,117
+349,806
| +7% | +$40.4M | 3.26% | 11 |
|
|
2020
Q1 | $560M | Sell |
4,958,311
-1,704,932
| -26% | -$193M | 3.48% | 10 |
|
|
2019
Q4 | $759M | Buy |
6,663,243
+803,572
| +14% | +$91.5M | 3.92% | 8 |
|
|
2019
Q3 | $663M | Hold |
5,859,671
| – | – | 3.76% | 9 |
|
|
2019
Q2 | $663M | Buy |
5,859,671
+327,800
| +6% | +$37.1M | 3.76% | 9 |
|
|
2019
Q1 | $615M | Buy |
5,531,871
+308,141
| +6% | +$34.3M | 3.72% | 9 |
|
|
2018
Q4 | $570M | Buy |
5,223,730
+287,425
| +6% | +$31.3M | 4% | 8 |
|
|
2018
Q3 | $533M | Sell |
4,936,305
-1,479,959
| -23% | -$160M | 3.5% | 8 |
|
|
2018
Q2 | $700M | Sell |
6,416,264
-118,139
| -2% | -$12.9M | 4.97% | 6 |
|
|
2018
Q1 | $706M | Buy |
6,534,403
+199,687
| +3% | +$21.6M | 5.13% | 6 |
|
|
2017
Q4 | $702M | Buy |
6,334,716
+844,598
| +15% | +$93.5M | 5.65% | 5 |
|
|
2017
Q3 | $609M | Buy |
5,490,118
+943,908
| +21% | +$105M | 5.56% | 5 |
|
|
2017
Q2 | $501M | Buy |
4,546,210
+832,491
| +22% | +$91.7M | 5.23% | 6 |
|
|
2017
Q1 | $405M | Buy |
3,713,719
+447,871
| +14% | +$48.8M | 4.87% | 6 |
|
|
2016
Q4 | $353M | Sell |
3,265,848
-637,585
| -16% | -$69M | 5.22% | 7 |
|
|
2016
Q3 | $440M | Buy |
3,903,433
+658,237
| +20% | +$74.2M | 7.39% | 4 |
|
|
2016
Q2 | $370M | Buy |
3,245,196
+493,491
| +18% | +$56.2M | 7.54% | 4 |
|
|
2016
Q1 | $307M | Buy |
2,751,705
+383,131
| +16% | +$42.8M | 7.64% | 4 |
|
|
2015
Q4 | $262M | Buy |
2,368,574
+366,441
| +18% | +$40.6M | 8.07% | 4 |
|
|
2015
Q3 | $219M | Buy |
2,002,133
+209,065
| +12% | +$22.9M | 8.33% | 4 |
|
|
2015
Q2 | $194M | Buy |
1,793,068
+566,026
| +46% | +$61.2M | 8.34% | 4 |
|
|
2015
Q1 | $136M | Buy |
1,227,042
+678,825
| +124% | +$75.1M | 7.86% | 4 |
|
|
2014
Q4 | $60.5M | Buy |
+548,217
| New | +$60.5M | 5.29% | 7 |
|