Betterment LLC’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Betterment LLC’s Portfolio HYDB Stock Details HYDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.9M	Sell	296,948 -67,766	-19%	-$3.17M	0.02%	120
2026 Q1	$17M	Buy	364,714 +19,869	+6%	+$938K	0.03%	109
2025 Q4	$16.3M	Buy	344,845 +54,126	+19%	+$2.56M	0.03%	106
2025 Q3	$13.9M	Buy	290,719 +43,430	+18%	+$2.06M	0.03%	109
2025 Q2	$11.7M	Buy	247,289 +25,122	+11%	+$1.17M	0.03%	113
2025 Q1	$10.5M	Buy	222,167 +41,887	+23%	+$1.98M	0.02%	110
2024 Q4	$8.47M	Buy	180,280 +28,599	+19%	+$1.36M	0.02%	116
2024 Q3	$7.29M	Buy	151,681 +51,905	+52%	+$2.45M	0.02%	119
2024 Q2	$4.63M	Buy	99,776 +38,715	+63%	+$1.79M	0.01%	122
2024 Q1	$2.85M	Buy	+61,061	New	+$2.83M	0.01%	129

Other funds holding HYDB

RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Betterment LLC's HYDB Position: Q2 2026 in Review

Betterment LLC reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 19% in Q2 2026, selling an estimated $3.17M and leaving 296,948 shares worth $13.9M. The position accounts for 0.02% of the portfolio, ranked #120.

Betterment LLC first reported a position in HYDB in Q1 2024 and has held it in 10 quarters since. The position peaked at $17M in Q1 2026. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Betterment LLC held 296,948 shares of iShares High Yield Systematic Bond ETF worth $13.9M as of Q2 2026.
Betterment LLC sold 67,766 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $3.17M.
iShares High Yield Systematic Bond ETF made up 0.02% of Betterment LLC's portfolio in Q2 2026, its #120 holding.
Betterment LLC first reported a position in iShares High Yield Systematic Bond ETF in Q1 2024 and has held it in 10 quarters since.
Betterment LLC's iShares High Yield Systematic Bond ETF position peaked at $17M in Q1 2026.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

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