Betterment LLC
STIP icon

Betterment LLC’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Betterment LLC’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$464M Buy
4,487,580
+115,711
+3% +$11.9M 0.88% 23
2025
Q4 		$448M Buy
4,371,869
+231,247
+6% +$23.8M 0.85% 23
2025
Q3 		$428M Buy
4,140,622
+134,158
+3% +$13.8M 0.85% 23
2025
Q2 		$412M Buy
4,006,464
+184,253
+5% +$18.9M 0.88% 23
2025
Q1 		$395M Sell
3,822,211
-228,251
-6% -$23.3M 0.94% 23
2024
Q4 		$407M Buy
4,050,462
+181,322
+5% +$18.3M 0.97% 21
2024
Q3 		$392M Buy
3,869,140
+495,889
+15% +$49.7M 0.94% 22
2024
Q2 		$336M Buy
3,373,251
+259,876
+8% +$25.8M 0.87% 22
2024
Q1 		$310M Sell
3,113,375
-108,013
-3% -$10.7M 0.83% 23
2023
Q4 		$318M Buy
3,221,388
+543,212
+20% +$52.9M 0.91% 19
2023
Q3 		$260M Buy
2,678,176
+542,735
+25% +$52.7M 0.82% 19
2023
Q2 		$208M Buy
2,135,441
+559,831
+36% +$55.1M 0.65% 24
2023
Q1 		$156M Buy
1,575,610
+597,453
+61% +$58.4M 0.51% 27
2022
Q4 		$94.8M Buy
+978,157
New +$95M 0.33% 31
2022
Q1 		– Sell
-2,630
Closed -$278K – 229
2021
Q4 		$278K Sell
2,630
-961
-27% -$102K ﹤0.01% 184
2021
Q3 		$379K Buy
+3,591
New +$381K ﹤0.01% 164

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