Betterment LLC’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $524M | Sell |
11,563,595
-542,670
| -4% | -$24.9M | 0.99% | 21 |
|
|
2025
Q4 | $553M | Sell |
12,106,265
-507,963
| -4% | -$23.2M | 1.05% | 20 |
|
|
2025
Q3 | $575M | Sell |
12,614,228
-513,287
| -4% | -$23M | 1.14% | 18 |
|
|
2025
Q2 | $586M | Buy |
13,127,515
+3,945,532
| +43% | +$175M | 1.25% | 17 |
|
|
2025
Q1 | $414M | Buy |
9,181,983
+2,094,084
| +30% | +$95.5M | 0.98% | 21 |
|
|
2024
Q4 | $323M | Buy |
7,087,899
+240,672
| +4% | +$11.1M | 0.77% | 23 |
|
|
2024
Q3 | $321M | Sell |
6,847,227
-56,887
| -0.8% | -$2.64M | 0.77% | 23 |
|
|
2024
Q2 | $316M | Sell |
6,904,114
-131,345
| -2% | -$6.01M | 0.82% | 23 |
|
|
2024
Q1 | $327M | Sell |
7,035,459
-186,881
| -3% | -$8.73M | 0.88% | 21 |
|
|
2023
Q4 | $339M | Buy |
7,222,340
+2,067,348
| +40% | +$92.7M | 0.98% | 18 |
|
|
2023
Q3 | $225M | Sell |
5,154,992
-707,226
| -12% | -$32.1M | 0.71% | 24 |
|
|
2023
Q2 | $271M | Buy |
5,862,218
+398,539
| +7% | +$18.5M | 0.84% | 20 |
|
|
2023
Q1 | $256M | Buy |
5,463,679
+93,174
| +2% | +$4.32M | 0.83% | 20 |
|
|
2022
Q4 | $245M | Sell |
5,370,505
-5,555,070
| -51% | -$249M | 0.84% | 19 |
|
|
2022
Q3 | $501M | Hold |
10,925,575
| – | – | 1.79% | 14 |
|
|
2022
Q2 | $501M | Buy |
10,925,575
+917,593
| +9% | +$42.4M | 1.79% | 14 |
|
|
2022
Q1 | $479M | Buy |
10,007,982
+6,357,732
| +174% | +$317M | 1.52% | 17 |
|
|
2021
Q4 | $189M | Sell |
3,650,250
-9,465
| -0.3% | -$488K | 0.59% | 23 |
|
|
2021
Q3 | $189M | Sell |
3,659,715
-76,960
| -2% | -$4.01M | 0.63% | 23 |
|
|
2021
Q2 | $195M | Sell |
3,736,675
-133,465
| -3% | -$6.94M | 0.66% | 19 |
|
|
2021
Q1 | $200M | Sell |
3,870,140
-34,590
| -0.9% | -$1.8M | 0.75% | 19 |
|
|
2020
Q4 | $205M | Sell |
3,904,730
-107,754
| -3% | -$5.61M | 0.86% | 18 |
|
|
2020
Q3 | $208M | Sell |
4,012,484
-176,931
| -4% | -$9.22M | 1.02% | 18 |
|
|
2020
Q2 | $216M | Buy |
4,189,415
+156,458
| +4% | +$7.97M | 1.15% | 18 |
|
|
2020
Q1 | $202M | Buy |
4,032,957
+827,855
| +26% | +$42M | 1.25% | 18 |
|
|
2019
Q4 | $162M | Sell |
3,205,102
-268,497
| -8% | -$13.6M | 0.84% | 17 |
|
|
2019
Q3 | $174M | Hold |
3,473,599
| – | – | 0.99% | 18 |
|
|
2019
Q2 | $174M | Sell |
3,473,599
-221,042
| -6% | -$11M | 0.99% | 18 |
|
|
2019
Q1 | $182M | Sell |
3,694,641
-153,955
| -4% | -$7.47M | 1.1% | 17 |
|
|
2018
Q4 | $185M | Sell |
3,848,596
-1,272,556
| -25% | -$60.2M | 1.3% | 17 |
|
|
2018
Q3 | $243M | Sell |
5,121,152
-141,230
| -3% | -$6.76M | 1.6% | 14 |
|
|
2018
Q2 | $252M | Buy |
5,262,382
+165,905
| +3% | +$7.94M | 1.79% | 11 |
|
|
2018
Q1 | $243M | Buy |
5,096,477
+1,373,938
| +37% | +$66.1M | 1.77% | 11 |
|
|
2017
Q4 | $182M | Sell |
3,722,539
-28,745
| -0.8% | -$1.41M | 1.47% | 12 |
|
|
2017
Q3 | $183M | Sell |
3,751,284
-107,448
| -3% | -$5.27M | 1.68% | 13 |
|
|
2017
Q2 | $188M | Sell |
3,858,732
-62,142
| -2% | -$3.02M | 1.96% | 11 |
|
|
2017
Q1 | $188M | Buy |
3,920,874
+946,582
| +32% | +$45.1M | 2.26% | 11 |
|
|
2016
Q4 | $141M | Buy |
2,974,292
+2,652,521
| +824% | +$128M | 2.08% | 13 |
|
|
2016
Q3 | $16.1M | Buy |
321,771
+33,093
| +11% | +$1.67M | 0.27% | 21 |
|
|
2016
Q2 | $14.6M | Sell |
288,678
-15,861
| -5% | -$791K | 0.3% | 21 |
|
|
2016
Q1 | $15M | Buy |
304,539
+721
| +0.2% | +$35.5K | 0.37% | 21 |
|
|
2015
Q4 | $14.8M | Buy |
303,818
+30,100
| +11% | +$1.45M | 0.46% | 20 |
|
|
2015
Q3 | $13.2M | Buy |
273,718
+209,142
| +324% | +$9.99M | 0.5% | 20 |
|
|
2015
Q2 | $3.06M | Buy |
64,576
+44,462
| +221% | +$2.12M | 0.13% | 23 |
|
|
2015
Q1 | $974K | Buy |
20,114
+10,832
| +117% | +$525K | 0.06% | 25 |
|
|
2014
Q4 | $448K | Buy |
+9,282
| New | +$447K | 0.04% | 23 |
|
Other funds holding TFI
IWM
