Betterment LLC
AGG icon

Betterment LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Betterment LLC’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.37B Sell
23,905,376
-2,350,108
-9% -$235M 4.5% 5
2025
Q4 		$2.62B Buy
26,255,484
+1,687,004
+7% +$169M 5% 5
2025
Q3 		$2.46B Buy
24,568,480
+1,500,630
+7% +$149M 4.87% 5
2025
Q2 		$2.29B Buy
23,067,850
+1,191,388
+5% +$117M 4.87% 5
2025
Q1 		$2.16B Buy
21,876,462
+1,983,074
+10% +$194M 5.13% 5
2024
Q4 		$1.93B Buy
19,893,388
+1,129,571
+6% +$111M 4.6% 6
2024
Q3 		$1.9B Buy
18,763,817
+279,285
+2% +$27.9M 4.54% 5
2024
Q2 		$1.79B Buy
18,484,532
+860,447
+5% +$83.1M 4.65% 5
2024
Q1 		$1.73B Buy
17,624,085
+8,008,077
+83% +$784M 4.63% 5
2023
Q4 		$954M Buy
9,616,008
+386,693
+4% +$36.8M 2.75% 10
2023
Q3 		$868M Buy
9,229,315
+505,358
+6% +$48.7M 2.75% 10
2023
Q2 		$855M Buy
8,723,957
+416,502
+5% +$41.2M 2.65% 11
2023
Q1 		$828M Buy
8,307,455
+384,936
+5% +$38M 2.68% 12
2022
Q4 		$768M Buy
7,922,519
+404,165
+5% +$39.1M 2.64% 11
2022
Q3 		$764M Hold
7,518,354
– – 2.73% 9
2022
Q2 		$764M Buy
7,518,354
+43,313
+0.6% +$4.45M 2.73% 9
2022
Q1 		$801M Buy
7,475,041
+279,333
+4% +$30.7M 2.55% 11
2021
Q4 		$821M Buy
7,195,708
+366,591
+5% +$41.9M 2.56% 11
2021
Q3 		$784M Buy
6,829,117
+353,534
+5% +$41M 2.62% 11
2021
Q2 		$747M Buy
6,475,583
+701,178
+12% +$80.3M 2.54% 11
2021
Q1 		$657M Buy
5,774,405
+890,577
+18% +$103M 2.47% 13
2020
Q4 		$577M Buy
4,883,828
+622,499
+15% +$73.3M 2.42% 13
2020
Q3 		$503M Buy
4,261,329
+446,697
+12% +$53M 2.47% 13
2020
Q2 		$451M Buy
3,814,632
+615,182
+19% +$72M 2.4% 13
2020
Q1 		$369M Sell
3,199,450
-560,473
-15% -$63.9M 2.29% 12
2019
Q4 		$423M Buy
3,759,923
+635,854
+20% +$71.7M 2.18% 13
2019
Q3 		$348M Hold
3,124,069
– – 1.97% 13
2019
Q2 		$348M Buy
3,124,069
+333,268
+12% +$36.4M 1.97% 13
2019
Q1 		$304M Buy
2,790,801
+314,004
+13% +$33.7M 1.84% 13
2018
Q4 		$264M Buy
2,476,797
+147,540
+6% +$15.5M 1.85% 13
2018
Q3 		$246M Buy
2,329,257
+1,191,465
+105% +$126M 1.62% 13
2018
Q2 		$121M Buy
1,137,792
+247,148
+28% +$26.2M 0.86% 18
2018
Q1 		$94.4M Buy
890,644
+593,020
+199% +$63.7M 0.69% 18
2017
Q4 		$32.5M Buy
297,624
+293,214
+6,649% +$32.1M 0.26% 22
2017
Q3 		$483K Buy
4,410
+2,460
+126% +$270K ﹤0.01% 72
2017
Q2 		$214K Buy
+1,950
New +$213K ﹤0.01% 72
2015
Q2 		– Sell
-78,261
Closed -$8.72M – 36
2015
Q1 		$8.72M Sell
78,261
-175,328
-69% -$19.5M 0.5% 20
2014
Q4 		$27.9M Buy
+253,589
New +$27.9M 2.44% 11

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Betterment LLC's AGG Position: Q1 2026 in Review

Betterment LLC reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 9% in Q1 2026, selling an estimated $235M and leaving 23,905,376 shares worth $2.37B. The position accounts for 4.5% of the portfolio, ranked #5.

Betterment LLC first reported a position in AGG in Q4 2014 and has held it in 38 quarters since. The position peaked at $2.62B in Q4 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Betterment LLC held 23,905,376 shares of iShares Core US Aggregate Bond ETF worth $2.37B as of Q1 2026.
  • Betterment LLC sold 2,350,108 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $235M.
  • iShares Core US Aggregate Bond ETF made up 4.5% of Betterment LLC's portfolio in Q1 2026, its #5 holding.
  • Betterment LLC first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and has held it in 38 quarters since.
  • Betterment LLC's iShares Core US Aggregate Bond ETF position peaked at $2.62B in Q4 2025.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.