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Ishares Tr shares owned by Betterment

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

Historical chart of Betterment investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Betterment

Quarter filed Position value Share count Share price at filing
2023-12-31 $387k 9.7k 39.85
2023-09-30 $357k 10k 34.65
2023-06-30 $376k 10k 35.99
2023-03-31 $358k 11k 33.09
2022-12-31 $374k 12k 30.70
2022-09-30 $406k 14k 29.85
2022-06-30 $406k 14k 29.85
2022-03-31 $457k 13k 35.66
2021-12-31 $498k 13k 39.43
2021-09-30 $429k 12k 36.15
2021-06-30 $273k 7.5k 36.36