Betterment LLC
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Betterment LLC’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Betterment LLC’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.97M Buy
115,065
+6,212
+6% +$546K 0.02% 137
2025
Q4 		$9.49M Buy
108,853
+16,520
+18% +$1.48M 0.02% 132
2025
Q3 		$8.25M Buy
92,333
+17,769
+24% +$1.55M 0.02% 134
2025
Q2 		$6.58M Buy
74,564
+3,189
+4% +$278K 0.01% 137
2025
Q1 		$6.5M Buy
71,375
+14,565
+26% +$1.3M 0.02% 132
2024
Q4 		$4.96M Buy
56,810
+51,221
+916% +$4.71M 0.01% 135
2024
Q3 		$548K Buy
5,589
+3,111
+126% +$300K ﹤0.01% 301
2024
Q2 		$227K Sell
2,478
-1,263
-34% -$115K ﹤0.01% 377
2024
Q1 		$354K Sell
3,741
-10,200
-73% -$965K ﹤0.01% 293
2023
Q4 		$1.38M Sell
13,941
-18,683
-57% -$1.69M ﹤0.01% 151
2023
Q3 		$2.89M Buy
32,624
+6,893
+27% +$663K 0.01% 105
2023
Q2 		$2.65M Buy
25,731
+21,950
+581% +$2.28M 0.01% 106
2023
Q1 		$402K Sell
3,781
-25,173
-87% -$2.63M ﹤0.01% 214
2022
Q4 		$2.88M Sell
28,954
-13,188
-31% -$1.33M 0.01% 105
2022
Q3 		$4.84M Hold
42,142
– – 0.02% 87
2022
Q2 		$4.84M Buy
42,142
+39,978
+1,847% +$4.71M 0.02% 87
2022
Q1 		$286K Buy
2,164
+139
+7% +$19.2K ﹤0.01% 202
2021
Q4 		$300K Buy
+2,025
New +$298K ﹤0.01% 182
2021
Q3 		– Sell
-3,536
Closed -$510K – 188
2021
Q2 		$510K Buy
3,536
+155
+5% +$21.6K ﹤0.01% 141
2021
Q1 		$458K Buy
3,381
+1,142
+51% +$166K ﹤0.01% 115
2020
Q4 		$353K Sell
2,239
-982
-30% -$156K ﹤0.01% 115
2020
Q3 		$526K Buy
3,221
+56
+2% +$9.29K ﹤0.01% 94
2020
Q2 		$519K Sell
3,165
-4,589
-59% -$755K ﹤0.01% 97
2020
Q1 		$1.28M Buy
7,754
+1,399
+22% +$209K 0.01% 73
2019
Q4 		$861K Buy
+6,355
New +$885K ﹤0.01% 80
2016
Q4 		– Sell
-1,850
Closed -$254K – 67
2016
Q3 		$254K Sell
1,850
-2
-0.1% -$278 ﹤0.01% 46
2016
Q2 		$257K Buy
+1,852
New +$244K 0.01% 44

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Betterment LLC's TLT Position: Q1 2026 in Review

Betterment LLC increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 5.7% in Q1 2026, buying an estimated $546K and bringing the position to 115,065 shares worth $9.97M. The position accounts for 0.02% of the portfolio, ranked #137.

Betterment LLC first reported a position in TLT in Q2 2016 and has held it in 27 quarters since. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Betterment LLC held 115,065 shares of iShares 20+ Year Treasury Bond ETF worth $9.97M as of Q1 2026.
  • Betterment LLC bought 6,212 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $546K.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of Betterment LLC's portfolio in Q1 2026, its #137 holding.
  • Betterment LLC first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2016 and has held it in 27 quarters since.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

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