Betterment LLC
IAGG icon

Betterment LLC’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Betterment LLC’s Portfolio IAGG Stock Details IAGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$111M Buy
2,223,553
+404,608
+22% +$20.3M 0.21% 43
2025
Q4 		$91M Buy
1,818,945
+336,162
+23% +$17.3M 0.17% 44
2025
Q3 		$76M Buy
1,482,783
+16,330
+1% +$834K 0.15% 52
2025
Q2 		$74.9M Sell
1,466,453
-4,683
-0.3% -$237K 0.16% 50
2025
Q1 		$73.5M Buy
1,471,136
+21,488
+1% +$1.07M 0.17% 48
2024
Q4 		$72.4M Buy
1,449,648
+5,167
+0.4% +$267K 0.17% 47
2024
Q3 		$74.9M Buy
1,444,481
+56,607
+4% +$2.89M 0.18% 46
2024
Q2 		$69.3M Buy
1,387,874
+185,863
+15% +$9.24M 0.18% 44
2024
Q1 		$60M Buy
1,202,011
+1,169,189
+3,562% +$57.9M 0.16% 42
2023
Q4 		$1.64M Buy
32,822
+8,605
+36% +$425K ﹤0.01% 142
2023
Q3 		$1.18M Buy
24,217
+1,257
+5% +$61.7K ﹤0.01% 147
2023
Q2 		$1.13M Buy
22,960
+748
+3% +$36.7K ﹤0.01% 145
2023
Q1 		$1.09M Sell
22,212
-3,921
-15% -$190K ﹤0.01% 147
2022
Q4 		$1.24M Sell
26,133
-18,047
-41% -$881K ﹤0.01% 137
2022
Q3 		$2.2M Hold
44,180
– – 0.01% 112
2022
Q2 		$2.2M Sell
44,180
-7,242
-14% -$367K 0.01% 112
2022
Q1 		$2.68M Sell
51,422
-5,484
-10% -$292K 0.01% 110
2021
Q4 		$3.1M Buy
56,906
+34,843
+158% +$1.92M 0.01% 103
2021
Q3 		$1.21M Buy
22,063
+1,495
+7% +$83.2K ﹤0.01% 123
2021
Q2 		$1.13M Buy
20,568
+6,316
+44% +$347K ﹤0.01% 117
2021
Q1 		$782K Buy
14,252
+6,335
+80% +$351K ﹤0.01% 103
2020
Q4 		$445K Sell
7,917
-222
-3% -$12.4K ﹤0.01% 112
2020
Q3 		$453K Sell
8,139
-2,557
-24% -$142K ﹤0.01% 100
2020
Q2 		$596K Buy
10,696
+3,520
+49% +$195K ﹤0.01% 90
2020
Q1 		$392K Buy
+7,176
New +$397K ﹤0.01% 96

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC's IAGG Position: Q1 2026 in Review

Betterment LLC increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 22% in Q1 2026, buying an estimated $20.3M and bringing the position to 2,223,553 shares worth $111M. The position accounts for 0.21% of the portfolio, ranked #43.

Betterment LLC first reported a position in IAGG in Q1 2020 and has held it in 25 quarters since. 667 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Betterment LLC held 2,223,553 shares of iShares Core International Aggregate Bond Fund worth $111M as of Q1 2026.
  • Betterment LLC bought 404,608 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $20.3M.
  • iShares Core International Aggregate Bond Fund made up 0.21% of Betterment LLC's portfolio in Q1 2026, its #43 holding.
  • Betterment LLC first reported a position in iShares Core International Aggregate Bond Fund in Q1 2020 and has held it in 25 quarters since.
  • 667 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

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