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Ishares U S Etf Tr int rt hdg c b shares owned by Betterment

Quarter-by-quarter ownership of Ishares U S Etf Tr int rt hdg c b (LQDH) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Ishares U S Etf Tr int rt hdg c b

Tip: Access up to 7 years of quarterly data

All positions including Ishares U S Etf Tr int rt hdg c b held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares U S Etf Tr int rt hdg c b by Betterment

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1M 23k 93.37
2025-09-30 $1.8M 19k 93.53
2022-03-31 $1.9M 20k 93.52
2021-12-31 $1.8M 19k 95.69
2021-09-30 $1.5M 16k 95.79
2021-06-30 $939k 9.8k 96.29
2020-12-31 $1.0M 11k 95.51
2020-09-30 $3.9M 43k 91.27
2020-06-30 $3.7M 41k 89.91

More positions owned by Betterment

Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
SPDR State Street Global Advisors State Street Spd (SPYM)
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 State Street Spd (SPMD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
SPDR State Street Global Advisors State Street Spd (SPSM)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Activebeta Us Lg (GSLC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
JP Morgan Ultra Shrt Etf (JPST)

View all positions for Betterment

Top funds holding Ishares U S Etf Tr int rt hdg c b

YCMNET Advisors
Envestnet Asset Management
LPL Financial
Leo Wealth
Mml Investors Services
UBS Group
Capital Investment Advisory Services
Harbour Wealth Management Group
Raymond James Financial
Twelve Points Wealth Management
Beacon Financial
Resources Investment Advisors
Bank of New York Mellon
Rockefeller Capital Management
Advisor Group Holdings

View all funds holding Ishares U S Etf Tr int rt hdg c b