Betterment LLC’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Betterment LLC’s Portfolio TOTL Stock Details TOTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$342K	Buy	8,661 +1,729	+25%	+$68.3K	﹤0.01%	558
2026 Q1	$275K	Buy	6,932 +747	+12%	+$30K	﹤0.01%	551
2025 Q4	$249K	Buy	6,185 +437	+8%	+$17.7K	﹤0.01%	517
2025 Q3	$233K	Buy	5,748 +251	+5%	+$10.1K	﹤0.01%	492
2025 Q2	$220K	Sell	5,497 -375	-6%	-$14.9K	﹤0.01%	480
2025 Q1	$237K	Buy	5,872 +412	+8%	+$16.4K	﹤0.01%	433
2024 Q4	$215K	Sell	5,460 -2,248	-29%	-$90.3K	﹤0.01%	431
2024 Q3	$319K	Buy	7,708 +626	+9%	+$25.5K	﹤0.01%	360
2024 Q2	$281K	Buy	7,082 +105	+2%	+$4.14K	﹤0.01%	352
2024 Q1	$279K	Buy	+6,977	New	+$278K	﹤0.01%	322

Other funds holding TOTL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC's TOTL Position: Q2 2026 in Review

Betterment LLC increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 25% in Q2 2026, buying an estimated $68.3K and bringing the position to 8,661 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Betterment LLC first reported a position in TOTL in Q1 2024 and has held it in 10 quarters since. 368 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

Betterment LLC held 8,661 shares of State Street DoubleLine Total Return Tactical ETF worth $342K as of Q2 2026.
Betterment LLC bought 1,729 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $68.3K.
State Street DoubleLine Total Return Tactical ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #558 holding.
Betterment LLC first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2024 and has held it in 10 quarters since.
368 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

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