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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
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)
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 U S Etf Tr Short Matur sht mat bd etf

Bank of America Corporation
Wells Fargo & Company
Bsc Private Wealth Management
TAP Consulting
Raymond James Financial Services Advisors
UBS Group
Captrust Financial Advisors
Donaldson Capital Management
Branch Banking & Trust Company
CI Private Wealth
CWM
Richard P Slaughter Associates
Royal Bank of Canada
Cambridge Investment Research Advisors
San Luis Wealth Advisors

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