Betterment LLC’s SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $586M | Buy |
13,127,515
+3,945,532
| +43% | +$176M | 1.25% | 17 |
|
|
2025
Q1 | $414M | Buy |
9,181,983
+2,094,084
| +30% | +$94.4M | 0.98% | 21 |
|
|
2024
Q4 | $323M | Buy |
7,087,899
+240,672
| +4% | +$11M | 0.77% | 23 |
|
|
2024
Q3 | $321M | Sell |
6,847,227
-56,887
| -0.8% | -$2.66M | 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% | -$8.69M | 0.88% | 21 |
|
|
2023
Q4 | $339M | Buy |
7,222,340
+2,067,348
| +40% | +$97.2M | 0.98% | 18 |
|
|
2023
Q3 | $225M | Sell |
5,154,992
-707,226
| -12% | -$30.9M | 0.71% | 24 |
|
|
2023
Q2 | $271M | Buy |
5,862,218
+398,539
| +7% | +$18.4M | 0.84% | 20 |
|
|
2023
Q1 | $256M | Buy |
5,463,679
+93,174
| +2% | +$4.36M | 0.83% | 20 |
|
|
2022
Q4 | $245M | Sell |
5,370,505
-5,555,070
| -51% | -$253M | 0.84% | 19 |
|
|
2022
Q3 | $501M | Hold |
10,925,575
| – | – | 1.79% | 14 |
|
|
2022
Q2 | $501M | Buy |
10,925,575
+917,593
| +9% | +$42.1M | 1.79% | 14 |
|
|
2022
Q1 | $479M | Buy |
10,007,982
+6,357,732
| +174% | +$304M | 1.52% | 17 |
|
|
2021
Q4 | $189M | Sell |
3,650,250
-9,465
| -0.3% | -$490K | 0.59% | 23 |
|
|
2021
Q3 | $189M | Sell |
3,659,715
-76,960
| -2% | -$3.97M | 0.63% | 23 |
|
|
2021
Q2 | $195M | Sell |
3,736,675
-133,465
| -3% | -$6.95M | 0.66% | 19 |
|
|
2021
Q1 | $200M | Sell |
3,870,140
-34,590
| -0.9% | -$1.79M | 0.75% | 19 |
|
|
2020
Q4 | $205M | Sell |
3,904,730
-107,754
| -3% | -$5.66M | 0.86% | 18 |
|
|
2020
Q3 | $208M | Sell |
4,012,484
-176,931
| -4% | -$9.19M | 1.02% | 18 |
|
|
2020
Q2 | $216M | Buy |
4,189,415
+156,458
| +4% | +$8.08M | 1.15% | 18 |
|
|
2020
Q1 | $202M | Buy |
4,032,957
+827,855
| +26% | +$41.4M | 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% | -$11.1M | 0.99% | 18 |
|
|
2019
Q1 | $182M | Sell |
3,694,641
-153,955
| -4% | -$7.59M | 1.1% | 17 |
|
|
2018
Q4 | $185M | Sell |
3,848,596
-1,272,556
| -25% | -$61.2M | 1.3% | 17 |
|
|
2018
Q3 | $243M | Sell |
5,121,152
-141,230
| -3% | -$6.71M | 1.6% | 14 |
|
|
2018
Q2 | $252M | Buy |
5,262,382
+165,905
| +3% | +$7.96M | 1.79% | 11 |
|
|
2018
Q1 | $243M | Buy |
5,096,477
+1,373,938
| +37% | +$65.5M | 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% | -$5.26M | 1.68% | 13 |
|
|
2017
Q2 | $188M | Sell |
3,858,732
-62,142
| -2% | -$3.03M | 1.96% | 11 |
|
|
2017
Q1 | $188M | Buy |
3,920,874
+946,582
| +32% | +$45.4M | 2.26% | 11 |
|
|
2016
Q4 | $141M | Buy |
2,974,292
+2,652,521
| +824% | +$126M | 2.08% | 13 |
|
|
2016
Q3 | $16.1M | Buy |
321,771
+33,093
| +11% | +$1.66M | 0.27% | 21 |
|
|
2016
Q2 | $14.6M | Sell |
288,678
-15,861
| -5% | -$802K | 0.3% | 21 |
|
|
2016
Q1 | $15M | Sell |
304,539
-303,097
| -50% | -$15M | 0.37% | 21 |
|
|
2015
Q4 | $14.8M | Buy |
607,636
+60,201
| +11% | +$1.47M | 0.46% | 20 |
|
|
2015
Q3 | $13.2M | Buy |
547,435
+418,284
| +324% | +$10.1M | 0.5% | 20 |
|
|
2015
Q2 | $3.06M | Buy |
129,151
+88,923
| +221% | +$2.11M | 0.13% | 23 |
|
|
2015
Q1 | $974K | Buy |
40,228
+21,665
| +117% | +$525K | 0.06% | 25 |
|
|
2014
Q4 | $448K | Buy |
+18,563
| New | +$448K | 0.04% | 23 |
|