Betterment LLC
NEAR icon

Betterment LLC’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Betterment LLC’s Portfolio NEAR Stock Details NEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.19M Sell
43,134
-1,565
-4% -$79.9K ﹤0.01% 236
2025
Q4 		$2.28M Sell
44,699
-1,776
-4% -$90.9K ﹤0.01% 222
2025
Q3 		$2.38M Sell
46,475
-379
-0.8% -$19.4K ﹤0.01% 209
2025
Q2 		$2.39M Sell
46,854
-5,994
-11% -$304K 0.01% 201
2025
Q1 		$2.69M Sell
52,848
-743
-1% -$37.6K 0.01% 185
2024
Q4 		$2.71M Buy
53,591
+907
+2% +$46K 0.01% 176
2024
Q3 		$2.7M Sell
52,684
-228
-0.4% -$11.6K 0.01% 156
2024
Q2 		$2.66M Sell
52,912
-2,194
-4% -$110K 0.01% 150
2024
Q1 		$2.78M Sell
55,106
-2,931
-5% -$148K 0.01% 130
2023
Q4 		$2.93M Sell
58,037
-12,558
-18% -$628K 0.01% 112
2023
Q3 		$3.52M Sell
70,595
-12,151
-15% -$604K 0.01% 97
2023
Q2 		$4.11M Sell
82,746
-10,366
-11% -$514K 0.01% 89
2023
Q1 		$4.62M Sell
93,112
-25,704
-22% -$1.27M 0.02% 92
2022
Q4 		$5.85M Sell
118,816
-98,952
-45% -$4.86M 0.02% 81
2022
Q3 		$10.7M Hold
217,768
– – 0.04% 61
2022
Q2 		$10.7M Sell
217,768
-11,556
-5% -$571K 0.04% 61
2022
Q1 		$11.4M Sell
229,324
-22,932
-9% -$1.14M 0.04% 58
2021
Q4 		$12.6M Sell
252,256
-59,181
-19% -$2.96M 0.04% 56
2021
Q3 		$15.6M Sell
311,437
-81,531
-21% -$4.09M 0.05% 51
2021
Q2 		$19.7M Sell
392,968
-67,901
-15% -$3.41M 0.07% 43
2021
Q1 		$23.1M Sell
460,869
-165,193
-26% -$8.29M 0.09% 37
2020
Q4 		$31.4M Sell
626,062
-727,296
-54% -$36.5M 0.13% 34
2020
Q3 		$67.8M Sell
1,353,358
-256,875
-16% -$12.9M 0.33% 29
2020
Q2 		$80.5M Sell
1,610,233
-445,067
-22% -$22M 0.43% 26
2020
Q1 		$99.7M Sell
2,055,300
-214,739
-9% -$10.7M 0.62% 24
2019
Q4 		$114M Sell
2,270,039
-1,685,519
-43% -$84.8M 0.59% 20
2019
Q3 		$199M Hold
3,955,558
– – 1.13% 16
2019
Q2 		$199M Buy
3,955,558
+483,194
+14% +$24.3M 1.13% 16
2019
Q1 		$174M Buy
3,472,364
+1,170,159
+51% +$58.6M 1.05% 18
2018
Q4 		$115M Buy
2,302,205
+1,471,490
+177% +$73.6M 0.81% 20
2018
Q3 		$41.7M Buy
+830,715
New +$41.7M 0.27% 24

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Betterment LLC's NEAR Position: Q1 2026 in Review

Betterment LLC reduced its iShares Short Maturity Bond ETF (NEAR) stake by 3.5% in Q1 2026, selling an estimated $79.9K and leaving 43,134 shares worth $2.19M. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Betterment LLC first reported a position in NEAR in Q3 2018 and has held it in 31 quarters since. The position peaked at $199M in Q3 2019. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Betterment LLC held 43,134 shares of iShares Short Maturity Bond ETF worth $2.19M as of Q1 2026.
  • Betterment LLC sold 1,565 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $79.9K.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #236 holding.
  • Betterment LLC first reported a position in iShares Short Maturity Bond ETF in Q3 2018 and has held it in 31 quarters since.
  • Betterment LLC's iShares Short Maturity Bond ETF position peaked at $199M in Q3 2019.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.