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iShares Lehman Aggregate Bond shares owned by Betterment

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate 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 Aggregate Bond by Betterment

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5B 25M 100.25
2025-06-30 $2.3B 23M 99.20
2025-03-31 $2.2B 22M 98.92
2024-12-31 $1.9B 20M 96.90
2024-09-30 $1.9B 19M 101.27
2024-06-30 $1.8B 19M 97.07
2024-03-31 $1.7B 18M 97.94
2023-12-31 $954M 9.6M 99.25
2023-09-30 $868M 9.2M 94.04
2023-06-30 $855M 8.7M 97.95
2023-03-31 $828M 8.3M 99.64
2022-12-31 $768M 7.9M 96.99
2022-09-30 $765M 7.5M 101.68
2022-06-30 $765M 7.5M 101.68
2022-03-31 $801M 7.5M 107.10
2021-12-31 $821M 7.2M 114.08
2021-09-30 $784M 6.8M 114.83
2021-06-30 $747M 6.5M 115.33
2021-03-31 $657M 5.8M 113.83
2020-12-31 $577M 4.9M 118.19
2020-09-30 $503M 4.3M 118.06
2020-06-30 $451M 3.8M 118.21
2020-03-31 $369M 3.2M 115.37
2019-12-31 $423M 3.8M 112.37
2019-09-30 $348M 3.1M 111.35
2019-06-30 $348M 3.1M 111.35
2019-03-31 $304M 2.8M 109.07
2018-12-31 $264M 2.5M 106.49
2018-09-30 $246M 2.3M 105.52
2018-06-30 $121M 1.1M 106.32
2018-03-31 $94M 891k 106.00
2017-12-31 $33M 298k 109.33
2017-09-30 $483k 4.4k 109.52
2017-06-30 $214k 2.0k 109.74
2015-03-31 $8.7M 78k 111.43
2014-12-31 $28M 254k 110.12

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
SPDR State Street Global Advisors Portfolio S&p500 (SPLG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Ttl Stk (ITOT)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Msci Eafe (IEFA)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)
Goldman Sachs Activebeta Us Lg (GSLC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Betterment

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Betterment
Sagespring Wealth Partners
Mastercard Foundation Asset Management Corp
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond