Betterment LLC
PFF icon

Betterment LLC’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Betterment LLC’s Portfolio PFF Stock Details PFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-9,520
Closed -$295K – 627
2025
Q4 		$295K Sell
9,520
-243
-2% -$7.57K ﹤0.01% 499
2025
Q3 		$309K Buy
+9,763
New +$307K ﹤0.01% 450
2025
Q1 		– Sell
-10,077
Closed -$317K – 466
2024
Q4 		$317K Buy
10,077
+74
+0.7% +$2.42K ﹤0.01% 376
2024
Q3 		$332K Buy
10,003
+889
+10% +$28.6K ﹤0.01% 356
2024
Q2 		$288K Buy
9,114
+2,726
+43% +$85.8K ﹤0.01% 349
2024
Q1 		$206K Sell
6,388
-335
-5% -$10.7K ﹤0.01% 349
2023
Q4 		$210K Sell
6,723
-25,444
-79% -$760K ﹤0.01% 311
2023
Q3 		$970K Sell
32,167
-328
-1% -$10K ﹤0.01% 168
2023
Q2 		$1M Buy
+32,495
New +$994K ﹤0.01% 155
2023
Q1 		– Sell
-28,880
Closed -$882K – 272
2022
Q4 		$882K Buy
+28,880
New +$898K ﹤0.01% 155
2022
Q2 		– Sell
-24,359
Closed -$887K – 235
2022
Q1 		$887K Sell
24,359
-248
-1% -$9.12K ﹤0.01% 148
2021
Q4 		$970K Buy
24,607
+4,437
+22% +$172K ﹤0.01% 135
2021
Q3 		$783K Buy
20,170
+1,237
+7% +$48.5K ﹤0.01% 138
2021
Q2 		$745K Buy
18,933
+15
+0.1% +$581 ﹤0.01% 128
2021
Q1 		$726K Buy
18,918
+2,576
+16% +$97.7K ﹤0.01% 104
2020
Q4 		$629K Buy
16,342
+437
+3% +$16.3K ﹤0.01% 103
2020
Q3 		$580K Buy
15,905
+14
+0.1% +$504 ﹤0.01% 91
2020
Q2 		$550K Buy
+15,891
New +$541K ﹤0.01% 91
2020
Q1 		– Sell
-6,131
Closed -$230K – 116
2019
Q4 		$230K Buy
+6,131
New +$229K ﹤0.01% 111
2016
Q4 		– Sell
-15,090
Closed -$596K – 66
2016
Q3 		$596K Buy
15,090
+275
+2% +$11K 0.01% 36
2016
Q2 		$591K Buy
+14,815
New +$581K 0.01% 35

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC's PFF Position: Q1 2026 in Review

Betterment LLC sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2026, closing a stake of 9,520 shares — an estimated $295K sold.

Betterment LLC first reported a position in PFF in Q2 2016 and held it in 21 quarters. The position peaked at $1M in Q2 2023. 972 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Betterment LLC reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Betterment LLC sold 9,520 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $295K.
  • Betterment LLC first reported a position in iShares Preferred and Income Securities ETF in Q2 2016 and held it in 21 quarters.
  • Betterment LLC's iShares Preferred and Income Securities ETF position peaked at $1M in Q2 2023.
  • 972 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

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