Betterment LLC’s Ishares Tr Position
Does Betterment LLC own Ishares Tr (SGOV)? Yes — 204.1K shares worth $21M (+0.04% of its 13F portfolio) as of Q1 2026, up from 153.1K shares the prior filed quarter.
Position Value
$21M
Q1 2026
Shares
204.1K
% of Portfolio
+0.04%
Quarters Held
17
currently held
Position History SGOV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 204.1K | $21M | +0.04% |
| Q4 2025 | 153.1K | $15M | +0.03% |
| Q3 2025 | 90.3K | $9M | +0.02% |
| Q2 2025 | 30.7K | $3M | +0.01% |
| Q1 2025 | 32.3K | $3M | +0.01% |
| Q4 2024 | 26.0K | $3M | +0.01% |
| Q3 2024 | 25.8K | $3M | +0.01% |
| Q2 2024 | 36.2K | $4M | +0.01% |
| Q1 2024 | 31.8K | $3M | +0.01% |
| Q4 2023 | 31.9K | $3M | +0.01% |
| Q3 2023 | 28.6K | $3M | +0.01% |
| Q2 2023 | 30.6K | $3M | +0.01% |
| Q1 2023 | 7.2K | $725,000 | 0.00% |
| Q4 2022 | 3.7K | $367,000 | 0.00% |
| Q3 2022 | 2.7K | $268,000 | 0.00% |
| Q2 2022 | 2.7K | $268,000 | 0.00% |
| Q1 2022 | 2.8K | $283,000 | 0.00% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Betterment LLC’s full portfolio or all institutional holders of SGOV.