Betterment LLC’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $626K | Sell |
7,630
-100,017
| -93% | -$8.22M | ﹤0.01% | 438 |
|
|
2026
Q1 | $8.89M | Buy |
107,647
+8,377
| +8% | +$693K | 0.02% | 144 |
|
|
2025
Q4 | $8.22M | Buy |
99,270
+15,945
| +19% | +$1.32M | 0.02% | 138 |
|
|
2025
Q3 | $6.91M | Buy |
83,325
+10,451
| +14% | +$864K | 0.01% | 146 |
|
|
2025
Q2 | $6.04M | Sell |
72,874
-2,882
| -4% | -$238K | 0.01% | 147 |
|
|
2025
Q1 | $6.27M | Sell |
75,756
-160,398
| -68% | -$13.2M | 0.01% | 135 |
|
|
2024
Q4 | $19.4M | Buy |
236,154
+24,615
| +12% | +$2.02M | 0.05% | 81 |
|
|
2024
Q3 | $17.6M | Buy |
211,539
+203,546
| +2,547% | +$16.8M | 0.04% | 80 |
|
|
2024
Q2 | $653K | Buy |
+7,993
| New | +$650K | ﹤0.01% | 261 |
|
|
2023
Q4 | – | Sell |
-17,630
| Closed | -$1.43M | – | 318 |
|
|
2023
Q3 | $1.43M | Buy |
17,630
+1,931
| +12% | +$156K | ﹤0.01% | 136 |
|
|
2023
Q2 | $1.27M | Sell |
15,699
-38,251
| -71% | -$3.13M | ﹤0.01% | 135 |
|
|
2023
Q1 | $4.43M | Buy |
53,950
+1,629
| +3% | +$133K | 0.01% | 93 |
|
|
2022
Q4 | $4.25M | Sell |
52,321
-14,362
| -22% | -$1.17M | 0.01% | 92 |
|
|
2022
Q3 | $5.52M | Hold |
66,683
| – | – | 0.02% | 81 |
|
|
2022
Q2 | $5.52M | Buy |
66,683
+26,524
| +66% | +$2.2M | 0.02% | 81 |
|
|
2022
Q1 | $3.35M | Buy |
40,159
+3,426
| +9% | +$290K | 0.01% | 99 |
|
|
2021
Q4 | $3.14M | Buy |
36,733
+3,773
| +11% | +$324K | 0.01% | 101 |
|
|
2021
Q3 | $2.84M | Sell |
32,960
-3,357
| -9% | -$289K | 0.01% | 104 |
|
|
2021
Q2 | $3.13M | Sell |
36,317
-24,641
| -40% | -$2.13M | 0.01% | 86 |
|
|
2021
Q1 | $5.26M | Sell |
60,958
-15,927
| -21% | -$1.37M | 0.02% | 61 |
|
|
2020
Q4 | $6.64M | Buy |
76,885
+2,003
| +3% | +$173K | 0.03% | 59 |
|
|
2020
Q3 | $6.48M | Buy |
74,882
+5,052
| +7% | +$437K | 0.03% | 54 |
|
|
2020
Q2 | $6.05M | Sell |
69,830
-43,752
| -39% | -$3.79M | 0.03% | 50 |
|
|
2020
Q1 | $9.84M | Sell |
113,582
-542
| -0.5% | -$46.3K | 0.06% | 41 |
|
|
2019
Q4 | $9.66M | Sell |
114,124
-7,715
| -6% | -$654K | 0.05% | 38 |
|
|
2019
Q3 | $10.3M | Hold |
121,839
| – | – | 0.06% | 36 |
|
|
2019
Q2 | $10.3M | Sell |
121,839
-3,041
| -2% | -$256K | 0.06% | 36 |
|
|
2019
Q1 | $10.5M | Buy |
124,880
+8,613
| +7% | +$721K | 0.06% | 35 |
|
|
2018
Q4 | $9.72M | Buy |
116,267
+66,622
| +134% | +$5.54M | 0.07% | 34 |
|
|
2018
Q3 | $4.13M | Buy |
49,645
+34,084
| +219% | +$2.84M | 0.03% | 45 |
|
|
2018
Q2 | $1.3M | Buy |
15,561
+284
| +2% | +$23.7K | 0.01% | 69 |
|
|
2018
Q1 | $1.27M | Buy |
+15,277
| New | +$1.28M | 0.01% | 69 |
|
Other funds holding SHY
Betterment LLC's SHY Position: Q2 2026 in Review
Betterment LLC reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 93% in Q2 2026, selling an estimated $8.22M and leaving 7,630 shares worth $626K. The position accounts for ﹤0.01% of the portfolio, ranked #438.
Betterment LLC first reported a position in SHY in Q1 2018 and has held it in 32 quarters since. The position peaked at $19.4M in Q4 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.
- Betterment LLC held 7,630 shares of iShares 1-3 Year Treasury Bond ETF worth $626K as of Q2 2026.
- Betterment LLC sold 100,017 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $8.22M.
- iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #438 holding.
- Betterment LLC first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2018 and has held it in 32 quarters since.
- Betterment LLC's iShares 1-3 Year Treasury Bond ETF position peaked at $19.4M in Q4 2024.
- 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.
Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.