Betterment LLC Reduced Holdings in Q3 2025

Betterment LLC

  • $50.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-1.24M
- 6.68%
$103.24 - $106.68 $128M - $132M
17.3M $1.85B
EMB
Ishares Tr

ETFs
-1.17M
- 14.83%
$91.52 - $95.59 $107M - $112M
6.72M $640M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-687K
- 37.77%
$26.88 - $27.78 $18.5M - $19.1M
1.13M $31.4M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-513K
- 3.91%
$44.22 - $45.74 $22.7M - $23.5M
12.6M $575M
SHV
Ishares Tr

ETFs
-83.5K
- 9.65%
$110.06 - $110.49 $9.19M - $9.22M
782K $86.4M
GBIL
Goldman Sachs Access Treasury

ETFs
-59.6K
- 1.05%
$99.82 - $100.23 $5.95M - $5.98M
5.64M $565M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-197K
- 76.75%
$24.11 - $24.94 $4.74M - $4.91M
59.6K $1.49M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-94.3K
- 5.44%
$49.78 - $50.75 $4.69M - $4.78M
1.64M $83M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
-108K
- 42.22%
$38.58 - $40.06 $4.15M - $4.31M
147K $5.85M
HYD
Vaneck High Yield Muni ETF

ETFs
-69.9K
- 68.06%
$48.85 - $50.94 $3.41M - $3.56M
32.8K $1.67M
GIGB
Goldman Sachs ETF Access Invt
-58.1K
- 8.27%
N/A
645K $30.1M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-51.6K
- 3.94%
$47.21 - $48.3 $2.44M - $2.49M
1.26M $60.6M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-34.8K
- 13.0%
$48.96 - $52.08 $1.7M - $1.81M
233K $12M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-22.2K
- 9.59%
$50.82 - $51.09 $1.13M - $1.14M
210K $10.7M
GHYB
Gs ETF Tr Access High Yield CO

ETFs
-22.7K
- 43.56%
$44.97 - $45.88 $1.02M - $1.04M
29.5K $1.35M
SUB
Ishares Short Term National Mu

ETFs
-10.3K
- 4.76%
$106.17 - $107.3 $1.09M - $1.1M
206K $22M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-42.9K
- 23.37%
$28.15 - $30.13 $1.21M - $1.29M
141K $4.17M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-26.1K
- 42.06%
$30.02 - $30.29 $783K - $790K
35.9K $1.09M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
-19K
- 74.75%
$36.83 - $38.43 $699K - $729K
6.41K $246K
CGMU
Capital Group Core Plus Income
-26.1K
- 48.58%
N/A
27.6K $753K
Capital Research And Management CO
-25.8K
- 21.8%
N/A
92.7K $2.44M
NYF
Ishares New York Muni Bond ETF

ETFs
-15.7K
- 9.41%
$51.6 - $53.44 $808K - $837K
151K $8.04M
CGDV
Capital Group Divid Value ETF

ETFs
-22.6K
- 16.0%
$39.59 - $42.21 $893K - $952K
118K $4.98M
VV
Vanguard Large Cap ETF

ETFs
-10.4K
- 8.85%
$285.05 - $309.14 $2.97M - $3.22M
107K $33M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-7.62K
- 4.47%
$107.66 - $112.36 $820K - $856K
163K $18.2M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-13.7K
- 3.91%
$47.76 - $48.46 $657K - $666K
338K $16.3M
MEAR
Blackrock Short Maturity Munic

ETFs
-10.4K
- 6.54%
$50.17 - $50.56 $520K - $524K
148K $7.48M
VGSH
Vanguard

ETFs
-6.56K
- 7.42%
$58.43 - $58.88 $384K - $386K
81.9K $4.82M
CGMS
Capital Grp Core Plus Income E
-14.1K
- 4.39%
N/A
306K $8.5M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-6.54K
- 8.79%
$43.36 - $44.8 $284K - $293K
67.9K $3.02M
NACP
Impact Shs Fds I Tr Naacp Mino

ETFs
-6.5K
- 30.79%
$43.02 - $47.67 $280K - $310K
14.6K $696K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-11.7K
- 9.94%
$26.38 - $27.95 $308K - $326K
106K $2.89M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-16.3K
- 13.84%
$20.22 - $21.71 $330K - $355K
102K $2.19M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.29K
- 21.9%
$192.76 - $203.86 $248K - $263K
4.6K $936K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-3.58K
- 16.24%
$50.53 - $50.82 $181K - $182K
18.5K $938K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-8.95K
- 3.99%
$64.17 - $68.19 $574K - $610K
215K $14.7M
HYLS
First Tr Tactical High Yield L

ETFs
-4.13K
- 43.66%
$41.62 - $42.32 $172K - $175K
5.33K $224K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-932
- 24.68%
$284.45 - $324.95 $265K - $303K
2.85K $911K
FXL
First Tr Exchange Traded Fd Fi

ETFs
-1.08K
- 41.53%
$155.79 - $172.55 $168K - $186K
1.52K $255K
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.27K
- 13.62%
$137.51 - $145.26 $174K - $184K
8.04K $1.15M
WTMF
Wisdomtree Tr Managed Futures

ETFs
-4.69K
- 37.67%
$35.27 - $37.96 $165K - $178K
7.76K $294K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-7.14K
- 5.49%
$25.67 - $27.21 $183K - $194K
123K $3.31M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-3.8K
- 34.18%
$37.99 - $39.69 $145K - $151K
7.33K $291K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-798
- 26.29%
$208.95 - $229.72 $167K - $183K
2.24K $514K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-794
- 25.33%
$181.56 - $190.33 $144K - $151K
2.34K $444K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-5.11K
- 8.77%
$24.87 - $25.69 $127K - $131K
53.2K $1.36M
USRT
Ishares Core U.S. Reit ETF

ETFs
-2.27K
- 21.61%
$55.64 - $59.37 $126K - $135K
8.24K $484K
FTSL
First Trust Senior Ln Fund

ETFs
-2.31K
- 25.77%
$45.81 - $46.18 $106K - $107K
6.65K $305K
SYLD
Cambria Shareholder Yld ETF

ETFs
-2.1K
- 17.4%
$63.93 - $70.45 $134K - $148K
9.95K $683K
Activity Summary
Buys All Purchases 330 New Holdings 34 Increased Positions 296 Sells All Sells 190 Reductions 190 Sold out 0 Options Calls 0 Puts 0
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