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iShares Barclays 10-20 Yr Tresry Bd shares owned by Betterment

Quarter-by-quarter ownership of iShares Barclays 10-20 Yr Tresry Bd (TLH) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in iShares Barclays 10-20 Yr Tresry Bd

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All positions including iShares Barclays 10-20 Yr Tresry Bd held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Barclays 10-20 Yr Tresry Bd by Betterment

Quarter filed Position value Share count Share price at filing
2025-09-30 $442k 4.3k 102.98
2025-06-30 $434k 4.3k 101.57
2025-03-31 $435k 4.2k 103.74
2024-12-31 $405k 4.1k 99.48
2024-09-30 $468k 4.3k 109.40
2024-06-30 $408k 4.0k 102.80
2024-03-31 $524k 5.0k 105.07
2023-12-31 $538k 5.0k 108.21
2023-09-30 $460k 4.7k 98.37
2023-06-30 $484k 4.4k 110.76
2023-03-31 $488k 4.3k 114.53
2022-12-31 $469k 4.3k 108.19
2022-09-30 $451k 3.8k 120.20
2022-06-30 $451k 3.8k 120.20
2022-03-31 $478k 3.6k 134.53
2021-12-31 $522k 3.5k 148.38
2021-09-30 $406k 2.8k 147.10
2021-06-30 $407k 2.8k 146.83
2021-03-31 $386k 2.8k 140.31
2020-12-31 $311k 2.0k 159.16
2020-09-30 $315k 1.9k 166.58
2020-06-30 $316k 1.9k 167.20
2020-03-31 $303k 1.8k 167.40
2019-12-31 $322k 2.2k 143.56
2019-09-30 $323k 2.3k 143.30
2019-06-30 $323k 2.3k 143.30
2019-03-31 $312k 2.3k 137.81
2018-12-31 $303k 2.3k 133.36
2018-09-30 $291k 2.3k 128.42
2018-06-30 $295k 2.2k 131.58
2018-03-31 $285k 2.2k 129.90
2017-12-31 $290k 2.1k 135.96
2017-09-30 $286k 2.1k 136.32
2017-06-30 $281k 2.1k 136.54
2017-03-31 $272k 2.0k 134.32
2016-12-31 $266k 2.0k 132.93
2016-09-30 $278k 1.9k 144.87
2016-06-30 $278k 1.9k 146.39

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)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Msci Eafe (IEFA)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)
Goldman Sachs Activebeta Us Lg (GSLC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Betterment

Top funds holding iShares Barclays 10-20 Yr Tresry Bd

Envestnet Asset Management
LPL Financial
Forum Financial Management
BlackRock
Jpmorgan Chase & Co
Ameriprise Financial
Wells Fargo & Company
Cetera Investment Advisers
Envestnet Portfolio Solutions
Assetmark
Stifel Financial
Park Avenue Securities
CWM
Mml Investors Services
Janney Montgomery Scott

View all funds holding iShares Barclays 10-20 Yr Tresry Bd