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 |
| 2024 Q4 | ADDED | 4,050,462 | +181,322 | +4.7% | 0.97% | $407.5M | $96.57 |
| 2024 Q3 | ADDED | 3,869,140 | +495,889 | +14.7% | 0.94% | $392.0M | $96.65 |
| 2024 Q2 | ADDED | 3,373,251 | +259,876 | +8.3% | 0.87% | $335.6M | $94.30 |
| 2024 Q1 | REDUCED | 3,113,375 | -108,013 | -3.4% | 0.83% | $309.6M | $92.96 |
| 2023 Q4 | ADDED | 3,221,388 | +543,212 | +20.3% | 0.91% | $317.6M | $92.17 |
| 2023 Q3 | ADDED | 2,678,176 | +542,735 | +25.4% | 0.82% | $259.6M | $89.89 |
As of 2025 Q4 — sorted by position size