Betterment LLC
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Betterment LLC’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF TDTF Stock Holding History

Betterment LLC’s Portfolio TDTF Stock Details TDTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$256K Buy
10,766
+1,215
+13% +$29.2K ﹤0.01% 612
2026
Q1 		$230K Sell
9,551
-753
-7% -$18.2K ﹤0.01% 578
2025
Q4 		$247K Buy
10,304
+900
+10% +$21.8K ﹤0.01% 519
2025
Q3 		$228K Buy
9,404
+172
+2% +$4.16K ﹤0.01% 497
2025
Q2 		$222K Sell
9,232
-320
-3% -$7.64K ﹤0.01% 479
2025
Q1 		$232K Buy
9,552
+441
+5% +$10.4K ﹤0.01% 437
2024
Q4 		$212K Buy
+9,111
New +$215K ﹤0.01% 435

Other funds holding TDTF

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
AWA
Archvest Wealth Advisors Concord, California $173M AUM 20.42% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return
CAM
Chandler Asset Management San Diego, California $710M AUM 13.71% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Betterment LLC's TDTF Position: Q2 2026 in Review

Betterment LLC increased its Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) stake by 13% in Q2 2026, buying an estimated $29.2K and bringing the position to 10,766 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Betterment LLC first reported a position in TDTF in Q4 2024 and has held it in 7 quarters since. 86 funds tracked by Wall St. Rank hold TDTF as of Q2 2026.

  • Betterment LLC held 10,766 shares of Northern Trust iBoxx 5-Year Target Duration TIPS ETF worth $256K as of Q2 2026.
  • Betterment LLC bought 1,215 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q2 2026, an estimated $29.2K.
  • Northern Trust iBoxx 5-Year Target Duration TIPS ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #612 holding.
  • Betterment LLC first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q4 2024 and has held it in 7 quarters since.
  • 86 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q2 2026.

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