Betterment LLC
SHM icon

Betterment LLC’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Betterment LLC’s Portfolio SHM Stock Details SHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.7M Sell
306,333
-18,841
-6% -$908K 0.03% 116
2025
Q4 		$15.6M Sell
325,174
-12,978
-4% -$623K 0.03% 108
2025
Q3 		$16.3M Sell
338,152
-13,749
-4% -$662K 0.03% 103
2025
Q2 		$16.8M Sell
351,901
-150,881
-30% -$7.16M 0.04% 100
2025
Q1 		$23.9M Sell
502,782
-75,037
-13% -$3.57M 0.06% 79
2024
Q4 		$27.4M Sell
577,819
-325,520
-36% -$15.5M 0.07% 69
2024
Q3 		$43.5M Sell
903,339
-446,556
-33% -$21.3M 0.1% 56
2024
Q2 		$63.7M Buy
+1,349,895
New +$63.6M 0.17% 47

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