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iShares Barclays 10-20 Yr Tresry Bd shares owned by Betterment

Quarter-by-quarter ownership of iShares Barclays 10-20 Yr Tresry Bd (TLH) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in iShares Barclays 10-20 Yr Tresry Bd

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Quarterly reported holdings in iShares Barclays 10-20 Yr Tresry Bd by Betterment

Quarter filed Position value Share count Share price at filing
2024-03-31 $524k 5.0k 105.07
2023-12-31 $538k 5.0k 108.21
2023-09-30 $460k 4.7k 98.37
2023-06-30 $484k 4.4k 110.76
2023-03-31 $488k 4.3k 114.53
2022-12-31 $469k 4.3k 108.19
2022-09-30 $451k 3.8k 120.20
2022-06-30 $451k 3.8k 120.20
2022-03-31 $478k 3.6k 134.53
2021-12-31 $522k 3.5k 148.38
2021-09-30 $406k 2.8k 147.10
2021-06-30 $407k 2.8k 146.83
2021-03-31 $386k 2.8k 140.31
2020-12-31 $311k 2.0k 159.16
2020-09-30 $315k 1.9k 166.58
2020-06-30 $316k 1.9k 167.20
2020-03-31 $303k 1.8k 167.40
2019-12-31 $322k 2.2k 143.56
2019-09-30 $323k 2.3k 143.30
2019-06-30 $323k 2.3k 143.30
2019-03-31 $312k 2.3k 137.81
2018-12-31 $303k 2.3k 133.36
2018-09-30 $291k 2.3k 128.42
2018-06-30 $295k 2.2k 131.58
2018-03-31 $285k 2.2k 129.90
2017-12-31 $290k 2.1k 135.96
2017-09-30 $286k 2.1k 136.32
2017-06-30 $281k 2.1k 136.54
2017-03-31 $272k 2.0k 134.32
2016-12-31 $266k 2.0k 132.93
2016-09-30 $278k 1.9k 144.87
2016-06-30 $278k 1.9k 146.39

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)
SPDR State Street Global Advisors Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Jpmorgan Usd Emg (EMB)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)

View all positions for Betterment

Top funds holding iShares Barclays 10-20 Yr Tresry Bd

Bank of America Corporation
Forum Financial Management
Envestnet Asset Management
Wells Fargo & Company
Ameriprise Financial
Branch Banking & Trust Company
Richard Bernstein Advisors
Morgan Stanley
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
LPL Financial
Jpmorgan Chase & Co
Itau Unibanco Holding
UBS Group
Johns Hopkins University
Pathstone Holdings

View all funds holding iShares Barclays 10-20 Yr Tresry Bd