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
Q2 		$465M Buy
4,553,816
+66,236
+1% +$6.83M 0.79% 24
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

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Betterment LLC's STIP Position: Q2 2026 in Review

Betterment LLC increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.5% in Q2 2026, buying an estimated $6.83M and bringing the position to 4,553,816 shares worth $465M. The position accounts for 0.79% of the portfolio, ranked #24.

Betterment LLC first reported a position in STIP in Q3 2021 and has held it in 17 quarters since. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Betterment LLC held 4,553,816 shares of iShares 0-5 Year TIPS Bond ETF worth $465M as of Q2 2026.
  • Betterment LLC bought 66,236 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $6.83M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.79% of Betterment LLC's portfolio in Q2 2026, its #24 holding.
  • Betterment LLC first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2021 and has held it in 17 quarters since.
  • 823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

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