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iShares Lehman Short Treasury Bond shares owned by Betterment

Quarter-by-quarter ownership of iShares Lehman Short Treasury Bond (SHV) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in iShares Lehman Short Treasury Bond

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All positions including iShares Lehman Short Treasury Bond held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Short Treasury Bond by Betterment

Quarter filed Position value Share count Share price at filing
2023-12-31 $252M 2.3M 110.13
2023-09-30 $279M 2.5M 110.47
2023-06-30 $303M 2.7M 110.45
2023-03-31 $330M 3.0M 110.50
2022-12-31 $367M 3.3M 109.92
2022-09-30 $428M 3.9M 110.10
2022-06-30 $428M 3.9M 110.10
2022-03-31 $485M 4.4M 110.25
2021-12-31 $551M 5.0M 110.42
2021-09-30 $630M 5.7M 110.47
2021-06-30 $739M 6.7M 110.49
2021-03-31 $848M 7.7M 110.51
2020-12-31 $914M 8.3M 110.53
2020-09-30 $948M 8.6M 110.70
2020-06-30 $881M 8.0M 110.74
2020-03-31 $821M 7.4M 111.02
2019-12-31 $563M 5.1M 110.46
2019-09-30 $920M 8.3M 110.65
2019-06-30 $920M 8.3M 110.65
2019-03-31 $844M 7.6M 110.57
2018-12-31 $635M 5.8M 110.30
2018-09-30 $408M 3.7M 110.44
2018-06-30 $240M 2.2M 110.44
2018-03-31 $231M 2.1M 110.36
2017-12-31 $181M 1.6M 110.24
2017-09-30 $151M 1.4M 110.40
2017-06-30 $130M 1.2M 110.33
2017-03-31 $129M 1.2M 110.34
2016-12-31 $121M 1.1M 110.30
2016-09-30 $129M 1.2M 110.43
2016-06-30 $104M 943k 110.45
2016-03-31 $91M 821k 110.36
2015-12-31 $59M 532k 110.22
2015-09-30 $52M 473k 110.31
2015-06-30 $35M 314k 110.29
2015-03-31 $29M 263k 110.27
2014-12-31 $17M 154k 110.25

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Acces Treasury (GBIL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Core Msci Emkt (IEMG)

View all positions for Betterment

Top funds holding iShares Lehman Short Treasury Bond

Wells Fargo & Company
Bank of America Corporation
Jpmorgan Chase & Co
Betterment
UBS Group
Branch Banking & Trust Company
Royal Bank of Canada
Bank of Nova Scotia
Anchor Capital Advisors
Goldman Sachs Group
Raymond James Financial Services Advisors
Wealth Enhancement Advisory Services
Advisor Group Holdings
Bp Wealth Management
GM Advisory

View all funds holding iShares Lehman Short Treasury Bond