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iShares IBoxx $ Invest Grade Corp Bd shares owned by Betterment

Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in iShares IBoxx $ Invest Grade Corp Bd

Tip: Access up to 7 years of quarterly data

All positions including iShares IBoxx $ Invest Grade Corp Bd held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Betterment

Quarter filed Position value Share count Share price at filing
2024-03-31 $15M 136k 108.92
2023-12-31 $15M 137k 110.66
2023-09-30 $14M 136k 102.02
2023-06-30 $14M 130k 108.14
2023-03-31 $14M 125k 109.61
2022-12-31 $13M 125k 105.43
2022-09-30 $15M 135k 110.03
2022-06-30 $15M 135k 110.03
2022-03-31 $17M 139k 120.94
2021-12-31 $19M 142k 132.52
2021-09-30 $19M 140k 133.03
2021-06-30 $19M 138k 134.36
2021-03-31 $18M 141k 130.05
2020-12-31 $17M 125k 138.13
2020-09-30 $16M 116k 134.71
2020-06-30 $14M 106k 134.50
2020-03-31 $14M 110k 123.51
2019-12-31 $19M 147k 127.96
2019-09-30 $16M 132k 124.37
2019-06-30 $16M 132k 124.37
2019-03-31 $15M 129k 119.06
2018-12-31 $14M 128k 112.82
2018-09-30 $22M 195k 114.93
2018-06-30 $61M 531k 114.57
2018-03-31 $69M 595k 115.22
2017-12-31 $79M 648k 121.56
2017-09-30 $215M 1.8M 121.23
2017-06-30 $184M 1.5M 120.51
2017-03-31 $155M 1.3M 117.91
2016-12-31 $121M 1.0M 117.18
2016-09-30 $114M 924k 123.18
2016-06-30 $91M 742k 122.74
2016-03-31 $70M 590k 118.82
2015-12-31 $56M 491k 114.01
2015-09-30 $46M 398k 116.09
2015-06-30 $38M 326k 115.72
2015-03-31 $34M 282k 121.71
2014-12-31 $29M 246k 119.41

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 IBoxx $ Invest Grade Corp Bd

Bank of America Corporation
Meiji Yasuda Life Insurance Company
BlackRock
Japan Science & Technology Agency
BlackRock
Financial Engines Advisors L.L.C
Citadel Advisors
NYL Investors
Allianz Investment Management U.S
Morgan Stanley
Jane Street
Goldman Sachs Group
Wealthfront Advisers
Ontario Teachers' Pension Plan Board
Wells Fargo & Company

View all funds holding iShares IBoxx $ Invest Grade Corp Bd