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Ishares Tr cmn shares owned by Betterment

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Ishares Tr cmn

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All positions including Ishares Tr cmn held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Betterment

Quarter filed Position value Share count Share price at filing
2023-12-31 $318M 3.2M 98.59
2023-09-30 $260M 2.7M 96.92
2023-06-30 $208M 2.1M 97.60
2023-03-31 $156M 1.6M 99.23
2022-12-31 $95M 978k 96.96
2021-12-31 $278k 2.6k 105.70
2021-09-30 $379k 3.6k 105.54

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 Tr cmn

Betterment
Norden Group
Bank of America Corporation
Financial Gravity Wealth
Comprehensive Portfolio Management
Modera Wealth Management
AlTi Global
Wealthcare Advisory Partners
Partners Capital Investment Group
Financeware
3EDGE Asset Management
Wells Fargo & Company
O'shaughnessy Asset Management
Haverford Trust Company
Keating Investment Counselors

View all funds holding Ishares Tr cmn