Ownership history in Betterment LLC · 37 quarters on record
This page tracks every 13F SEC filing in which Betterment LLC reported a position in ISHARES TR (AGG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 26,255,484 | +1,687,004 | +6.9% | 5.00% | $2.62B | $99.25 |
| 2025 Q3 | ADDED | 24,568,480 | +1,500,630 | +6.5% | 4.87% | $2.46B | $98.32 |
| 2025 Q2 | ADDED | 23,067,850 | +1,191,388 | +5.4% | 4.87% | $2.29B | $96.33 |
| 2025 Q1 | ADDED | 21,876,462 | +1,983,074 | +10.0% | 5.13% | $2.16B | $95.12 |
| 2024 Q4 | ADDED | 19,893,388 | +1,129,571 | +6.0% | 4.60% | $1.93B | $92.59 |
| 2024 Q3 | ADDED | 18,763,817 | +279,285 | +1.5% | 4.54% | $1.90B | $95.55 |
| 2024 Q2 | ADDED | 18,484,532 | +860,447 | +4.9% | 4.65% | $1.79B | $90.74 |
| 2024 Q1 | ADDED | 17,624,085 | +8,008,077 | +83.3% | 4.63% | $1.73B | $90.72 |
| 2023 Q4 | ADDED | 9,616,008 | +386,693 | +4.2% | 2.75% | $954.4M | $91.39 |
| 2023 Q3 | ADDED | 9,229,315 | +505,358 | +5.8% | 2.75% | $867.9M | $85.61 |
As of 2025 Q4 — sorted by position size