Betterment LLC’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.5M | Sell |
865,310
-253,485
| -23% | -$28M | 0.2% | 42 |
|
|
2025
Q1 | $124M | Sell |
1,118,795
-184,429
| -14% | -$20.4M | 0.29% | 34 |
|
|
2024
Q4 | $143M | Sell |
1,303,224
-95,268
| -7% | -$10.5M | 0.34% | 30 |
|
|
2024
Q3 | $155M | Sell |
1,398,492
-192,223
| -12% | -$21.3M | 0.37% | 29 |
|
|
2024
Q2 | $176M | Sell |
1,590,715
-162,591
| -9% | -$18M | 0.46% | 29 |
|
|
2024
Q1 | $194M | Sell |
1,753,306
-530,086
| -23% | -$58.6M | 0.52% | 29 |
|
|
2023
Q4 | $251M | Sell |
2,283,392
-243,564
| -10% | -$26.8M | 0.72% | 22 |
|
|
2023
Q3 | $279M | Sell |
2,526,956
-218,163
| -8% | -$24.1M | 0.88% | 18 |
|
|
2023
Q2 | $303M | Sell |
2,745,119
-242,436
| -8% | -$26.8M | 0.94% | 17 |
|
|
2023
Q1 | $330M | Sell |
2,987,555
-349,392
| -10% | -$38.6M | 1.07% | 18 |
|
|
2022
Q4 | $367M | Sell |
3,336,947
-553,754
| -14% | -$60.9M | 1.26% | 17 |
|
|
2022
Q3 | $428M | Hold |
3,890,701
| – | – | 1.53% | 17 |
|
|
2022
Q2 | $428M | Sell |
3,890,701
-512,206
| -12% | -$56.4M | 1.53% | 17 |
|
|
2022
Q1 | $485M | Sell |
4,402,907
-586,771
| -12% | -$64.7M | 1.54% | 16 |
|
|
2021
Q4 | $551M | Sell |
4,989,678
-716,227
| -13% | -$79.1M | 1.72% | 14 |
|
|
2021
Q3 | $630M | Sell |
5,705,905
-982,336
| -15% | -$109M | 2.11% | 13 |
|
|
2021
Q2 | $739M | Sell |
6,688,241
-984,368
| -13% | -$109M | 2.52% | 12 |
|
|
2021
Q1 | $848M | Sell |
7,672,609
-599,311
| -7% | -$66.2M | 3.19% | 10 |
|
|
2020
Q4 | $914M | Sell |
8,271,920
-286,802
| -3% | -$31.7M | 3.83% | 8 |
|
|
2020
Q3 | $947M | Buy |
8,558,722
+605,079
| +8% | +$67M | 4.65% | 6 |
|
|
2020
Q2 | $881M | Buy |
7,953,643
+560,322
| +8% | +$62.1M | 4.69% | 6 |
|
|
2020
Q1 | $821M | Buy |
7,393,321
+2,294,975
| +45% | +$255M | 5.1% | 5 |
|
|
2019
Q4 | $563M | Sell |
5,098,346
-3,213,739
| -39% | -$355M | 2.91% | 9 |
|
|
2019
Q3 | $920M | Hold |
8,312,085
| – | – | 5.21% | 6 |
|
|
2019
Q2 | $920M | Buy |
8,312,085
+679,346
| +9% | +$75.2M | 5.21% | 6 |
|
|
2019
Q1 | $844M | Buy |
7,632,739
+1,872,966
| +33% | +$207M | 5.1% | 6 |
|
|
2018
Q4 | $635M | Buy |
5,759,773
+2,065,873
| +56% | +$228M | 4.46% | 7 |
|
|
2018
Q3 | $408M | Buy |
3,693,900
+1,520,709
| +70% | +$168M | 2.68% | 11 |
|
|
2018
Q2 | $240M | Buy |
2,173,191
+76,759
| +4% | +$8.48M | 1.7% | 12 |
|
|
2018
Q1 | $231M | Buy |
2,096,432
+459,321
| +28% | +$50.7M | 1.68% | 12 |
|
|
2017
Q4 | $180M | Buy |
1,637,111
+265,837
| +19% | +$29.3M | 1.45% | 13 |
|
|
2017
Q3 | $151M | Buy |
1,371,274
+191,980
| +16% | +$21.2M | 1.38% | 15 |
|
|
2017
Q2 | $130M | Buy |
1,179,294
+10,998
| +0.9% | +$1.21M | 1.36% | 15 |
|
|
2017
Q1 | $129M | Buy |
1,168,296
+70,728
| +6% | +$7.8M | 1.55% | 15 |
|
|
2016
Q4 | $121M | Sell |
1,097,568
-67,404
| -6% | -$7.43M | 1.79% | 15 |
|
|
2016
Q3 | $129M | Buy |
1,164,972
+222,217
| +24% | +$24.5M | 2.16% | 13 |
|
|
2016
Q2 | $104M | Buy |
942,755
+121,338
| +15% | +$13.4M | 2.12% | 13 |
|
|
2016
Q1 | $90.7M | Buy |
821,417
+288,986
| +54% | +$31.9M | 2.25% | 13 |
|
|
2015
Q4 | $58.7M | Buy |
532,431
+59,051
| +12% | +$6.51M | 1.81% | 14 |
|
|
2015
Q3 | $52.2M | Buy |
473,380
+159,207
| +51% | +$17.6M | 1.98% | 12 |
|
|
2015
Q2 | $34.7M | Buy |
314,173
+51,166
| +19% | +$5.64M | 1.49% | 14 |
|
|
2015
Q1 | $29M | Buy |
263,007
+108,581
| +70% | +$12M | 1.68% | 13 |
|
|
2014
Q4 | $17M | Buy |
+154,426
| New | +$17M | 1.49% | 17 |
|