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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Quarterly reported holdings in iShares Lehman Aggregate Bond by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
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