Betterment »

iShares Lehman Short Treasury Bond shares owned by Betterment

Quarter-by-quarter ownership of iShares Lehman Short Treasury Bond (SHV) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in iShares Lehman Short Treasury Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Short Treasury Bond held by Betterment consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Short Treasury Bond by Betterment

Quarter filed Position value Share count Share price at filing
2024-03-31 $194M 1.8M 110.54
2023-12-31 $252M 2.3M 110.13
2023-09-30 $279M 2.5M 110.47
2023-06-30 $303M 2.7M 110.45
2023-03-31 $330M 3.0M 110.50
2022-12-31 $367M 3.3M 109.92
2022-09-30 $428M 3.9M 110.10
2022-06-30 $428M 3.9M 110.10
2022-03-31 $485M 4.4M 110.25
2021-12-31 $551M 5.0M 110.42
2021-09-30 $630M 5.7M 110.47
2021-06-30 $739M 6.7M 110.49
2021-03-31 $848M 7.7M 110.51
2020-12-31 $914M 8.3M 110.53
2020-09-30 $948M 8.6M 110.70
2020-06-30 $881M 8.0M 110.74
2020-03-31 $821M 7.4M 111.02
2019-12-31 $563M 5.1M 110.46
2019-09-30 $920M 8.3M 110.65
2019-06-30 $920M 8.3M 110.65
2019-03-31 $844M 7.6M 110.57
2018-12-31 $635M 5.8M 110.30
2018-09-30 $408M 3.7M 110.44
2018-06-30 $240M 2.2M 110.44
2018-03-31 $231M 2.1M 110.36
2017-12-31 $181M 1.6M 110.24
2017-09-30 $151M 1.4M 110.40
2017-06-30 $130M 1.2M 110.33
2017-03-31 $129M 1.2M 110.34
2016-12-31 $121M 1.1M 110.30
2016-09-30 $129M 1.2M 110.43
2016-06-30 $104M 943k 110.45
2016-03-31 $91M 821k 110.36
2015-12-31 $59M 532k 110.22
2015-09-30 $52M 473k 110.31
2015-06-30 $35M 314k 110.29
2015-03-31 $29M 263k 110.27
2014-12-31 $17M 154k 110.25

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 Lehman Short Treasury Bond

Jpmorgan Chase & Co
BlackRock
BlackRock
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Bank of Nova Scotia
LPL Financial
Banco Bilbao Vizcaya Argentaria
Alliancebernstein
Envestnet Asset Management
Wealthfront Advisers
Royal Bank of Canada
Divergent Wealth Advisors
Wealth Enhancement Advisory Services

View all funds holding iShares Lehman Short Treasury Bond