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Ishares Tr shares owned by Betterment

Quarter-by-quarter ownership of Ishares Tr (EUSB) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Ishares Tr

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All positions including Ishares Tr held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Betterment

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 42k 43.26
2023-09-30 $1.7M 41k 40.86
2023-06-30 $1.8M 41k 42.59
2023-03-31 $2.1M 49k 43.22
2022-12-31 $2.0M 47k 42.20
2022-09-30 $2.2M 49k 43.99
2022-06-30 $2.2M 49k 43.99
2022-03-31 $2.3M 49k 46.48
2021-12-31 $2.4M 49k 49.44
2021-09-30 $2.4M 48k 49.60
2021-06-30 $1.4M 29k 49.69