Betterment LLC
RSBT icon

Betterment LLC’s Return Stacked Bonds & Managed Futures ETF RSBT Stock Holding History

Betterment LLC’s Portfolio RSBT Stock Details RSBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$503K Buy
26,701
+2,006
+8% +$38K ﹤0.01% 435
2025
Q4 		$443K Buy
24,695
+597
+2% +$10.8K ﹤0.01% 431
2025
Q3 		$420K Buy
24,098
+1,391
+6% +$22.9K ﹤0.01% 415
2025
Q2 		$368K Buy
22,707
+5,493
+32% +$87.3K ﹤0.01% 405
2025
Q1 		$292K Buy
17,214
+41
+0.2% +$698 ﹤0.01% 406
2024
Q4 		$288K Buy
+17,173
New +$291K ﹤0.01% 394

Other funds holding RSBT

WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $379M AUM 21.72% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
WW
Wright Wealth Atlanta, Georgia $149M AUM
TP
Trailhead Planners Edina, Minnesota $104M AUM
WCM
WealthTrak Capital Management Virginia Beach, Virginia $140M AUM 17% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Betterment LLC's RSBT Position: Q1 2026 in Review

Betterment LLC increased its Return Stacked Bonds & Managed Futures ETF (RSBT) stake by 8.1% in Q1 2026, buying an estimated $38K and bringing the position to 26,701 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Betterment LLC first reported a position in RSBT in Q4 2024 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold RSBT as of Q1 2026.

  • Betterment LLC held 26,701 shares of Return Stacked Bonds & Managed Futures ETF worth $503K as of Q1 2026.
  • Betterment LLC bought 2,006 Return Stacked Bonds & Managed Futures ETF shares in Q1 2026, an estimated $38K.
  • Return Stacked Bonds & Managed Futures ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #435 holding.
  • Betterment LLC first reported a position in Return Stacked Bonds & Managed Futures ETF in Q4 2024 and has held it in 6 quarters since.
  • 20 funds tracked by Wall St. Rank held Return Stacked Bonds & Managed Futures ETF as of Q1 2026.

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