Betterment LLC’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.58M | Buy |
74,564
+3,189
| +4% | +$281K | 0.01% | 137 |
|
|
2025
Q1 | $6.5M | Buy |
71,375
+14,565
| +26% | +$1.33M | 0.02% | 132 |
|
|
2024
Q4 | $4.96M | Buy |
56,810
+51,221
| +916% | +$4.47M | 0.01% | 135 |
|
|
2024
Q3 | $548K | Buy |
5,589
+3,111
| +126% | +$305K | ﹤0.01% | 301 |
|
|
2024
Q2 | $227K | Sell |
2,478
-1,263
| -34% | -$116K | ﹤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% | -$1.85M | ﹤0.01% | 151 |
|
|
2023
Q3 | $2.89M | Buy |
32,624
+6,893
| +27% | +$611K | 0.01% | 105 |
|
|
2023
Q2 | $2.65M | Buy |
25,731
+21,950
| +581% | +$2.26M | 0.01% | 106 |
|
|
2023
Q1 | $402K | Sell |
3,781
-25,173
| -87% | -$2.68M | ﹤0.01% | 214 |
|
|
2022
Q4 | $2.88M | Sell |
28,954
-13,188
| -31% | -$1.31M | 0.01% | 105 |
|
|
2022
Q3 | $4.84M | Hold |
42,142
| – | – | 0.02% | 87 |
|
|
2022
Q2 | $4.84M | Buy |
42,142
+39,978
| +1,847% | +$4.59M | 0.02% | 87 |
|
|
2022
Q1 | $286K | Buy |
2,164
+139
| +7% | +$18.4K | ﹤0.01% | 202 |
|
|
2021
Q4 | $300K | Buy |
+2,025
| New | +$300K | ﹤0.01% | 182 |
|
|
2021
Q3 | – | Sell |
-3,536
| Closed | -$510K | – | 188 |
|
|
2021
Q2 | $510K | Buy |
3,536
+155
| +5% | +$22.4K | ﹤0.01% | 141 |
|
|
2021
Q1 | $458K | Buy |
3,381
+1,142
| +51% | +$155K | ﹤0.01% | 115 |
|
|
2020
Q4 | $353K | Sell |
2,239
-982
| -30% | -$155K | ﹤0.01% | 115 |
|
|
2020
Q3 | $526K | Buy |
3,221
+56
| +2% | +$9.15K | ﹤0.01% | 94 |
|
|
2020
Q2 | $519K | Sell |
3,165
-4,589
| -59% | -$753K | ﹤0.01% | 97 |
|
|
2020
Q1 | $1.28M | Buy |
7,754
+1,399
| +22% | +$231K | 0.01% | 73 |
|
|
2019
Q4 | $861K | Buy |
+6,355
| New | +$861K | ﹤0.01% | 80 |
|
|
2016
Q4 | – | Sell |
-1,850
| Closed | -$254K | – | 67 |
|
|
2016
Q3 | $254K | Sell |
1,850
-2
| -0.1% | -$275 | ﹤0.01% | 46 |
|
|
2016
Q2 | $257K | Buy |
+1,852
| New | +$257K | 0.01% | 44 |
|