Ownership history in Betterment LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Betterment LLC reported a position in iShares (STIP). 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 | 4,371,869 | +231,247 | +5.6% | 0.85% | $447.6M | $102.39 |
| 2025 Q3 | ADDED | 4,140,622 | +134,158 | +3.3% | 0.85% | $428.0M | $102.02 |
| 2025 Q2 | ADDED | 4,006,464 | +184,253 | +4.8% | 0.88% | $412.3M | $100.45 |
| 2025 Q1 | REDUCED | 3,822,211 | -228,251 | -5.6% | 0.94% | $395.5M | $99.46 |
As of 2025 Q4 — sorted by position size