Betterment LLC’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$36.9M	Sell	1,593,341 -8,785	-0.5%	-$205K	0.07%	80
2025 Q4	$37.5M	Buy	1,602,126 +93,705	+6%	+$2.2M	0.07%	76
2025 Q3	$35.5M	Buy	1,508,421 +88,786	+6%	+$2.07M	0.07%	76
2025 Q2	$33M	Buy	1,419,635 +183,722	+15%	+$4.19M	0.07%	74
2025 Q1	$28.5M	Sell	1,235,913 -113,552	-8%	-$2.6M	0.07%	73
2024 Q4	$30.7M	Buy	1,349,465 +197,589	+17%	+$4.58M	0.07%	67
2024 Q3	$27.4M	Buy	1,151,876 +114,919	+11%	+$2.68M	0.07%	66
2024 Q2	$23.6M	Buy	1,036,957 +366,392	+55%	+$8.29M	0.06%	66
2024 Q1	$15.4M	Buy	670,565 +53,770	+9%	+$1.23M	0.04%	67
2023 Q4	$14.4M	Buy	616,795 +17,080	+3%	+$378K	0.04%	60
2023 Q3	$13.1M	Buy	599,715 +17,701	+3%	+$395K	0.04%	61
2023 Q2	$13.2M	Buy	582,014 +101,833	+21%	+$2.32M	0.04%	60
2023 Q1	$11.1M	Buy	480,181 +32,871	+7%	+$750K	0.04%	62
2022 Q4	$9.97M	Buy	447,310 +72,789	+19%	+$1.61M	0.03%	62
2022 Q3	$8.67M	Hold	374,521	–	–	0.03%	70
2022 Q2	$8.67M	Sell	374,521 -16,448	-4%	-$390K	0.03%	70
2022 Q1	$9.82M	Buy	390,969 +29,433	+8%	+$762K	0.03%	64
2021 Q4	$9.87M	Buy	361,536 +84,950	+31%	+$2.33M	0.03%	66
2021 Q3	$7.61M	Buy	276,586 +95,075	+52%	+$2.65M	0.03%	65
2021 Q2	$5.03M	Buy	181,511 +166,063	+1,075%	+$4.53M	0.02%	72
2021 Q1	$416K	Buy	+15,448	New	+$425K	﹤0.01%	117