Betterment LLC
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Betterment LLC’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Betterment LLC’s Portfolio SUSB Stock Details SUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-13,447
Closed -$339K – 631
2025
Q4 		$339K Sell
13,447
-437
-3% -$11K ﹤0.01% 471
2025
Q3 		$351K Buy
13,884
+3,631
+35% +$91.4K ﹤0.01% 437
2025
Q2 		$258K Hold
10,253
– – ﹤0.01% 458
2025
Q1 		$256K Sell
10,253
-56
-0.5% -$1.39K ﹤0.01% 422
2024
Q4 		$255K Buy
10,309
+154
+2% +$3.83K ﹤0.01% 408
2024
Q3 		$255K Buy
10,155
+69
+0.7% +$1.72K ﹤0.01% 396
2024
Q2 		$247K Sell
10,086
-3,501
-26% -$85.3K ﹤0.01% 368
2024
Q1 		$333K Buy
13,587
+1,083
+9% +$26.5K ﹤0.01% 299
2023
Q4 		$306K Buy
12,504
+385
+3% +$9.23K ﹤0.01% 276
2023
Q3 		$288K Sell
12,119
-30
-0.2% -$716 ﹤0.01% 261
2023
Q2 		$290K Sell
12,149
-77,279
-86% -$1.86M ﹤0.01% 247
2023
Q1 		$2.15M Sell
89,428
-5,056
-5% -$121K 0.01% 118
2022
Q4 		$2.25M Sell
94,484
-11,023
-10% -$260K 0.01% 114
2022
Q3 		$2.54M Hold
105,507
– – 0.01% 107
2022
Q2 		$2.54M Sell
105,507
-8,898
-8% -$216K 0.01% 107
2022
Q1 		$2.82M Sell
114,405
-18,234
-14% -$458K 0.01% 109
2021
Q4 		$3.4M Sell
132,639
-5,954
-4% -$153K 0.01% 97
2021
Q3 		$3.6M Sell
138,593
-12,227
-8% -$318K 0.01% 92
2021
Q2 		$3.93M Buy
+150,820
New +$3.93M 0.01% 77

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC's SUSB Position: Q1 2026 in Review

Betterment LLC sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2026, closing a stake of 13,447 shares — an estimated $339K sold.

Betterment LLC first reported a position in SUSB in Q2 2021 and held it in 19 quarters. The position peaked at $3.93M in Q2 2021. 309 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

  • Betterment LLC reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Betterment LLC sold 13,447 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $339K.
  • Betterment LLC first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2021 and held it in 19 quarters.
  • Betterment LLC's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $3.93M in Q2 2021.
  • 309 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.