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Ishares Tr aaa a rated cp shares owned by Betterment

Quarter-by-quarter ownership of Ishares Tr aaa a rated cp (QLTA) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Ishares Tr aaa a rated cp

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr aaa a rated cp held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr aaa a rated cp by Betterment

Quarter filed Position value Share count Share price at filing
2026-03-31 $18M 377k 47.59
2025-12-31 $17M 344k 48.09

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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)
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Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Goldman Sachs Activebeta Us Lg (GSLC)
JP Morgan Ultra Shrt Etf (JPST)

View all positions for Betterment

Top funds holding Ishares Tr aaa a rated cp

Envestnet Asset Management
FMR
Miracle Mile Advisors
LPL Financial
MAI Wealth Advisors
HighTower Advisors
Bank of America Corporation
Morgan Stanley
UBS Group
Ameriprise Financial
Cetera Investment Advisers
Mml Investors Services
Raymond James Financial
Parcion Private Wealth
Cornerstone Advisors Asset Management

View all funds holding Ishares Tr aaa a rated cp