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Ishares Tr edge invt grde shares owned by Betterment

Quarter-by-quarter ownership of Ishares Tr edge invt grde (IGEB) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Ishares Tr edge invt grde

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr edge invt grde by Betterment

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.1M 202k 45.25

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 Tr edge invt grde

CWM
Hennion & Walsh Asset Management
Waller Financial Planning Group
Bank of America Corporation
Cambridge Investment Research Advisors
Ameliora Wealth Management
Fundamentun
United Capital Financial Advisers
Paragon Wealth Strategies
Private Advisor
McGlone Suttner Wealth Management
DORVAL Corp
Betterment
Goldman Sachs Group
Stifel Financial

View all funds holding Ishares Tr edge invt grde