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Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by Betterment

Quarter-by-quarter ownership of Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Ishares U S Etf Tr Short Matur sht mat bd etf

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All positions including Ishares U S Etf Tr Short Matur sht mat bd etf 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 Short Matur sht mat bd etf by Betterment

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 53k 51.25
2024-06-30 $2.7M 53k 50.33
2024-03-31 $2.8M 55k 50.47
2023-12-31 $2.9M 58k 50.52
2023-09-30 $3.5M 71k 49.89
2023-06-30 $4.1M 83k 49.72
2023-03-31 $4.6M 93k 49.60
2022-12-31 $5.9M 119k 49.27
2022-09-30 $11M 218k 49.26
2022-06-30 $11M 218k 49.26
2022-03-31 $11M 229k 49.57
2021-12-31 $13M 252k 49.95
2021-09-30 $16M 311k 50.14
2021-06-30 $20M 393k 50.17
2021-03-31 $23M 461k 50.19
2020-12-31 $31M 626k 50.17
2020-09-30 $68M 1.4M 50.11
2020-06-30 $81M 1.6M 50.01
2020-03-31 $100M 2.1M 48.49
2019-12-31 $114M 2.3M 50.25
2019-09-30 $199M 4.0M 50.33
2019-06-30 $199M 4.0M 50.33
2019-03-31 $175M 3.5M 50.24
2018-12-31 $115M 2.3M 49.85
2018-09-30 $42M 831k 50.19

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
SPDR State Street Global Advisors Portfolio S&p500 (SPLG)
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)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Jpmorgan Usd Emg (EMB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)

View all positions for Betterment

Top funds holding Ishares U S Etf Tr Short Matur sht mat bd etf

Bank of America Corporation
Bramshill Investments
Bsc Private Wealth Management
LPL Financial
Wells Fargo & Company
BlackRock
TAP Consulting
Raymond James Financial Services Advisors
UBS Group
Renaissance Technologies
Donaldson Capital Management
Cambridge Investment Research Advisors
Bank Of Montreal
Royal Bank of Canada
Captrust Financial Advisors

View all funds holding Ishares U S Etf Tr Short Matur sht mat bd etf