ISHARES TR

Ticker: AGG CUSIP: 464287226 Class: CORE US AGGBD ET

Betterment LLC's Holding History (CIK: 0001633901)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 26,255,484 Value ($000) $2,622 Avg Close — Range —
Q3 2025
Shares 24,568,480 Value ($000) $2,463 Avg Close — Range —
Q2 2025
Shares 23,067,850 Value ($000) $2,288 Avg Close — Range —
Q1 2025
Shares 21,876,462 Value ($000) $2,164 Avg Close — Range —
Q4 2024
Shares 19,893,388 Value ($000) $1,928 Avg Close — Range —
Q3 2024
Shares 18,763,817 Value ($000) $1,900 Avg Close — Range —
Q2 2024
Shares 18,484,532 Value ($000) $1,794 Avg Close — Range —
Q1 2024
Shares 17,624,085 Value ($000) $1,726 Avg Close — Range —
Q4 2023
Shares 9,616,008 Value ($000) $954 Avg Close — Range —
Q3 2023
Shares 9,229,315 Value ($000) $868 Avg Close — Range —
Q2 2023
Shares 8,723,957 Value ($000) $855 Avg Close — Range —
Q1 2023
Shares 8,307,455 Value ($000) $828 Avg Close — Range —
Q4 2022
Shares 7,922,519 Value ($000) $768 Avg Close — Range —
Q3 2022
Shares 7,518,354 Value ($000) $764,466 Avg Close — Range —
Q2 2022
Shares 7,518,354 Value ($000) $764,466 Avg Close — Range —
Q1 2022
Shares 7,475,041 Value ($000) $800,577 Avg Close — Range —
Q4 2021
Shares 7,195,708 Value ($000) $820,886 Avg Close — Range —
Q3 2021
Shares 6,829,117 Value ($000) $784,188 Avg Close — Range —
Q2 2021
Shares 6,475,583 Value ($000) $746,829 Avg Close — Range —
Q1 2021
Shares 5,774,405 Value ($000) $657,301 Avg Close — Range —
Q4 2020
Shares 4,883,828 Value ($000) $577,220 Avg Close — Range —
Q3 2020
Shares 4,261,329 Value ($000) $503,093 Avg Close — Range —
Q2 2020
Shares 3,814,632 Value ($000) $450,928 Avg Close — Range —
Q1 2020
Shares 3,199,450 Value ($000) $369,121 Avg Close — Range —
Q4 2019
Shares 3,759,923 Value ($000) $422,503 Avg Close — Range —
Q3 2019
Shares 3,124,069 Value ($000) $347,865 Avg Close — Range —
Q2 2019
Shares 3,124,069 Value ($000) $347,865 Avg Close — Range —
Q1 2019
Shares 2,790,801 Value ($000) $304,393 Avg Close — Range —
Q4 2018
Shares 2,476,797 Value ($000) $263,754 Avg Close — Range —
Q3 2018
Shares 2,329,257 Value ($000) $245,783 Avg Close — Range —
Q2 2018
Shares 1,137,792 Value ($000) $120,970 Avg Close — Range —
Q1 2018
Shares 890,644 Value ($000) $94,408 Avg Close — Range —
Q4 2017
Shares 297,624 Value ($000) $32,539 Avg Close — Range —
Q3 2017
Shares 4,410 Value ($000) $483 Avg Close — Range —
Q2 2017
Shares 1,950 Value ($000) $214 Avg Close — Range —
Q1 2015
Shares 78,261 Value ($000) $8,721 Avg Close — Range —
Q4 2014
Shares 253,589 Value ($000) $27,925 Avg Close — Range —