Betterment LLC
SGOV icon

Betterment LLC’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Betterment LLC’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.8M Buy
325,467
+121,353
+59% +$12.2M 0.06% 88
2026
Q1 		$20.5M Buy
204,114
+51,030
+33% +$5.13M 0.04% 99
2025
Q4 		$15.4M Buy
153,084
+62,784
+70% +$6.31M 0.03% 109
2025
Q3 		$9.09M Buy
90,300
+59,623
+194% +$6M 0.02% 130
2025
Q2 		$3.09M Sell
30,677
-1,670
-5% -$168K 0.01% 181
2025
Q1 		$3.26M Buy
32,347
+6,301
+24% +$633K 0.01% 169
2024
Q4 		$2.61M Buy
26,046
+227
+0.9% +$22.8K 0.01% 181
2024
Q3 		$2.6M Sell
25,819
-10,382
-29% -$1.04M 0.01% 162
2024
Q2 		$3.65M Buy
36,201
+4,415
+14% +$444K 0.01% 132
2024
Q1 		$3.2M Sell
31,786
-91
-0.3% -$9.15K 0.01% 121
2023
Q4 		$3.2M Buy
31,877
+3,291
+12% +$330K 0.01% 110
2023
Q3 		$2.88M Sell
28,586
-2,036
-7% -$205K 0.01% 106
2023
Q2 		$3.08M Buy
30,622
+23,416
+325% +$2.35M 0.01% 100
2023
Q1 		$725K Buy
7,206
+3,545
+97% +$356K ﹤0.01% 174
2022
Q4 		$367K Buy
3,661
+985
+37% +$98.7K ﹤0.01% 211
2022
Q3 		$268K Hold
2,676
– – ﹤0.01% 213
2022
Q2 		$268K Sell
2,676
-157
-6% -$15.7K ﹤0.01% 213
2022
Q1 		$283K Buy
+2,833
New +$283K ﹤0.01% 204

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.87B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC's SGOV Position: Q2 2026 in Review

Betterment LLC increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 59% in Q2 2026, buying an estimated $12.2M and bringing the position to 325,467 shares worth $32.8M. The position accounts for 0.06% of the portfolio, ranked #88.

Betterment LLC first reported a position in SGOV in Q1 2022 and has held it in 18 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Betterment LLC held 325,467 shares of iShares 0-3 Month Treasury Bond ETF worth $32.8M as of Q2 2026.
  • Betterment LLC bought 121,353 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $12.2M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.06% of Betterment LLC's portfolio in Q2 2026, its #88 holding.
  • Betterment LLC first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.