Betterment LLC’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.94M | Buy |
254,985
+24,950
| +11% | +$972K | 0.02% | 122 |
|
|
2025
Q1 | $8.79M | Sell |
230,035
-105,513
| -31% | -$4.03M | 0.02% | 119 |
|
|
2024
Q4 | $12.7M | Buy |
335,548
+142,745
| +74% | +$5.42M | 0.03% | 94 |
|
|
2024
Q3 | $7.52M | Buy |
192,803
+4,157
| +2% | +$162K | 0.02% | 117 |
|
|
2024
Q2 | $6.99M | Buy |
188,646
+103,520
| +122% | +$3.84M | 0.02% | 107 |
|
|
2024
Q1 | $3.19M | Buy |
85,126
+22,474
| +36% | +$842K | 0.01% | 122 |
|
|
2023
Q4 | $2.28M | Sell |
62,652
-5,120
| -8% | -$186K | 0.01% | 124 |
|
|
2023
Q3 | $2.31M | Sell |
67,772
-19,869
| -23% | -$676K | 0.01% | 115 |
|
|
2023
Q2 | $3.08M | Sell |
87,641
-9,763
| -10% | -$343K | 0.01% | 101 |
|
|
2023
Q1 | $3.43M | Sell |
97,404
-7,641
| -7% | -$269K | 0.01% | 100 |
|
|
2022
Q4 | $3.67M | Buy |
105,045
+290
| +0.3% | +$10.1K | 0.01% | 97 |
|
|
2022
Q3 | $3.61M | Hold |
104,755
| – | – | 0.01% | 96 |
|
|
2022
Q2 | $3.61M | Sell |
104,755
-94,242
| -47% | -$3.25M | 0.01% | 96 |
|
|
2022
Q1 | $7.92M | Buy |
198,997
+29,461
| +17% | +$1.17M | 0.03% | 73 |
|
|
2021
Q4 | $7.3M | Buy |
169,536
+46,833
| +38% | +$2.02M | 0.02% | 73 |
|
|
2021
Q3 | $5.44M | Buy |
122,703
+45,641
| +59% | +$2.02M | 0.02% | 76 |
|
|
2021
Q2 | $3.52M | Buy |
77,062
+10,937
| +17% | +$500K | 0.01% | 83 |
|
|
2021
Q1 | $2.94M | Buy |
66,125
+3,786
| +6% | +$168K | 0.01% | 71 |
|
|
2020
Q4 | $2.89M | Sell |
62,339
-7,510
| -11% | -$348K | 0.01% | 71 |
|
|
2020
Q3 | $3.05M | Buy |
69,849
+2,271
| +3% | +$99.1K | 0.02% | 62 |
|
|
2020
Q2 | $2.91M | Sell |
67,578
-9,186
| -12% | -$395K | 0.02% | 62 |
|
|
2020
Q1 | $2.92M | Buy |
76,764
+411
| +0.5% | +$15.6K | 0.02% | 60 |
|
|
2019
Q4 | $3.61M | Buy |
76,353
+12,148
| +19% | +$575K | 0.02% | 59 |
|
|
2019
Q3 | $3.07M | Hold |
64,205
| – | – | 0.02% | 61 |
|
|
2019
Q2 | $3.07M | Buy |
64,205
+5,608
| +10% | +$268K | 0.02% | 61 |
|
|
2019
Q1 | $2.74M | Buy |
58,597
+553
| +1% | +$25.9K | 0.02% | 62 |
|
|
2018
Q4 | $2.58M | Sell |
58,044
-8,331
| -13% | -$370K | 0.02% | 61 |
|
|
2018
Q3 | $3.06M | Buy |
66,375
+4,077
| +7% | +$188K | 0.02% | 55 |
|
|
2018
Q2 | $2.87M | Buy |
62,298
+18,907
| +44% | +$870K | 0.02% | 52 |
|
|
2018
Q1 | $2.09M | Buy |
43,391
+21,517
| +98% | +$1.04M | 0.02% | 56 |
|
|
2017
Q4 | $1.09M | Buy |
21,874
+17,267
| +375% | +$863K | 0.01% | 59 |
|
|
2017
Q3 | $234K | Buy |
+4,607
| New | +$234K | ﹤0.01% | 82 |
|