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Disclosery

Betterment LLC: IAGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Betterment LLC on IAGG, newest first. How the timeline and the estimate are built.

Betterment LLC held 2,517,551 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,517,551 shares
    Change vs previous 13F +293,998 shares

    0.22% of the 13F portfolio, value $127,388,000.

    13F-HR 0001633901-26-000004 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,223,553 shares
    Change vs previous 13F +404,608 shares

    0.21% of the 13F portfolio, value $111,267,000.

    13F-HR 0001633901-26-000003 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,818,945 shares
    Change vs previous 13F +336,162 shares

    0.17% of the 13F portfolio, value $90,965,000.

    13F-HR 0001633901-26-000002 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,482,783 shares
    Change vs previous 13F +16,330 shares

    0.15% of the 13F portfolio, value $75,963,000.

    13F-HR 0001633901-25-000010 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,466,453 shares
    Change vs previous 13F -4,683 shares

    0.16% of the 13F portfolio, value $74,921,000.

    13F-HR 0001633901-25-000007 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,471,136 shares
    Change vs previous 13F +21,488 shares

    0.17% of the 13F portfolio, value $73,542,000.

    13F-HR 0001633901-25-000006 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,449,648 shares
    Change vs previous 13F +5,167 shares

    0.17% of the 13F portfolio, value $72,366,000.

    13F-HR 0001633901-25-000004 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,444,481 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $74,853,000.

    13F-HR 0001633901-24-000007 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).