Betterment LLC
FIIG icon

Betterment LLC’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Betterment LLC’s Portfolio FIIG Stock Details FIIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$407K Buy
19,640
+3,573
+22% +$74.2K ﹤0.01% 529
2026
Q1 		$333K Buy
16,067
+2,607
+19% +$54.9K ﹤0.01% 514
2025
Q4 		$285K Buy
13,460
+900
+7% +$19.1K ﹤0.01% 507
2025
Q3 		$267K Sell
12,560
-1,119
-8% -$23.6K ﹤0.01% 475
2025
Q2 		$287K Buy
+13,679
New +$282K ﹤0.01% 437

Other funds holding FIIG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Betterment LLC's FIIG Position: Q2 2026 in Review

Betterment LLC increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 22% in Q2 2026, buying an estimated $74.2K and bringing the position to 19,640 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Betterment LLC first reported a position in FIIG in Q2 2025 and has held it in 5 quarters since. 139 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

  • Betterment LLC held 19,640 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $407K as of Q2 2026.
  • Betterment LLC bought 3,573 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $74.2K.
  • First Trust Intermediate Duration Investment Grade Corporate ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #529 holding.
  • Betterment LLC first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q2 2025 and has held it in 5 quarters since.
  • 139 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.