Betterment LLC MUB — ISHARES

Ownership history in Betterment LLC  ·  45 quarters on record

AI Ownership Summary

Betterment LLC reported ISHARES (MUB) in 45 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.64% in 2024 Q4. The latest visible filing shows MUB at 3.88% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MUB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Betterment LLC's position in ISHARES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MUB was reported at 3.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.64% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MUB stock page Betterment LLC fund profile Betterment LLC full holdings
How Betterment LLC held MUB — position size vs. price
% of Fund (quarterly)    MUB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 18,990,218 +1,646,689 +9.5% 3.88% $2.03B 2026-02-14 (Est.) $107.39
2025 Q3 REDUCED 6.7% +1.6% ❌ 17,343,529 -1,240,704 -6.7% 3.65% $1.85B 2025-11-13 $105.49
2025 Q2 ADDED — — — 18,584,233 +175,531 +1.0% 4.13% $1.94B 2025-08-14 $101.59
2025 Q1 ADDED — — — 18,408,702 +150,443 +0.8% 4.60% $1.94B 2025-05-15 $101.13
2024 Q4 ADDED — — — 18,258,259 +1,371,663 +8.1% 4.64% $1.95B 2025-02-14 $102.52
2024 Q3 ADDED — — — 16,886,596 +1,113,584 +7.1% 4.38% $1.83B 2024-11-14 $102.17
2024 Q2 ADDED — — — 15,773,012 +2,347,935 +17.5% 4.35% $1.68B 2024-08-14 $102.28
2024 Q1 ADDED — — — 13,425,077 +3,662,109 +37.5% 3.88% $1.44B 2024-05-10 $100.32
2023 Q4 REDUCED — — — 9,762,968 -498,158 -4.9% 3.05% $1.06B 2024-02-09 $100.43
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MUB

As of 2026 Q1 — sorted by position size

VERUS WEALTH MANAGEMENT, LLC 12.39% STAGE HARBOR FINANCIAL, LLC 10.61% Liquid Strategies, LLC 3Y 7.57% BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 7.55% PRAIRIEVIEW WEALTH PARTNERS, LLC 7.08% Ackerman Capital Advisors, LLC 3Y 7Y 6.18% Orgel Wealth Management, LLC 3Y 7Y 6.12% 21 West Wealth Management LLC 5.66% BCO Wealth Management LLC 5.42% Cardinal Strategic Wealth Guidance 3Y 4.97%

FAQ About Betterment LLC and MUB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Betterment LLC reported owning MUB?

Betterment LLC reported MUB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MUB position in Betterment LLC's portfolio?

The largest reported portfolio weight for MUB was 4.64% in 2024 Q4.

What is the latest reported MUB position on this page?

The most recent filing on this page is 2025 Q4, when Betterment LLC reported 18,990,218 shares, equal to 3.88% of portfolio, with an estimated market value of $2.03B.

What does the chart on this MUB ownership page compare?

The chart compares Betterment LLC's quarterly MUB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Betterment LLC time their MUB position?

Based on 13F filing dates vs. subsequent MUB price moves, Betterment LLC correctly timed 23 out of 42 reported position changes (55%). The annualised alpha on MUB relative to SPY over the holding period was -9.6%.

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