Betterment LLC
HYG icon

Betterment LLC’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Betterment LLC’s Portfolio HYG Stock Details HYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.37M Sell
17,225
-1,251
-7% -$101K ﹤0.01% 281
2025
Q4 		$1.49M Sell
18,476
-1,051
-5% -$84.7K ﹤0.01% 263
2025
Q3 		$1.58M Sell
19,527
-635
-3% -$51.2K ﹤0.01% 246
2025
Q2 		$1.63M Buy
20,162
+9,604
+91% +$757K ﹤0.01% 229
2025
Q1 		$833K Buy
10,558
+792
+8% +$62.9K ﹤0.01% 275
2024
Q4 		$768K Buy
9,766
+352
+4% +$27.9K ﹤0.01% 275
2024
Q3 		$756K Buy
9,414
+3,406
+57% +$268K ﹤0.01% 264
2024
Q2 		$463K Buy
6,008
+1,305
+28% +$100K ﹤0.01% 291
2024
Q1 		$366K Buy
4,703
+740
+19% +$57.2K ﹤0.01% 289
2023
Q4 		$307K Buy
3,963
+210
+6% +$15.7K ﹤0.01% 274
2023
Q3 		$277K Buy
3,753
+828
+28% +$61.8K ﹤0.01% 266
2023
Q2 		$220K Buy
+2,925
New +$218K ﹤0.01% 273
2022
Q4 		– Sell
-26,204
Closed -$1.93M – 254
2022
Q3 		$1.93M Hold
26,204
– – 0.01% 119
2022
Q2 		$1.93M Buy
26,204
+11,199
+75% +$871K 0.01% 119
2022
Q1 		$1.24M Buy
15,005
+11,225
+297% +$938K ﹤0.01% 134
2021
Q4 		$329K Sell
3,780
-44,977
-92% -$3.9M ﹤0.01% 179
2021
Q3 		$4.27M Sell
48,757
-41,174
-46% -$3.61M 0.01% 84
2021
Q2 		$7.92M Sell
89,931
-18,700
-17% -$1.63M 0.03% 62
2021
Q1 		$9.47M Sell
108,631
-24,527
-18% -$2.13M 0.04% 50
2020
Q4 		$11.6M Sell
133,158
-14,504
-10% -$1.24M 0.05% 45
2020
Q3 		$12.4M Buy
147,662
+6,668
+5% +$561K 0.06% 40
2020
Q2 		$11.5M Buy
140,994
+18,037
+15% +$1.45M 0.06% 42
2020
Q1 		$9.48M Sell
122,957
-4,238
-3% -$358K 0.06% 42
2019
Q4 		$11.2M Buy
127,195
+28,097
+28% +$2.45M 0.06% 36
2019
Q3 		$8.64M Hold
99,098
– – 0.05% 39
2019
Q2 		$8.64M Buy
99,098
+32,228
+48% +$2.78M 0.05% 39
2019
Q1 		$5.78M Buy
66,870
+2,914
+5% +$247K 0.03% 46
2018
Q4 		$5.19M Sell
63,956
-13,578
-18% -$1.14M 0.04% 46
2018
Q3 		$6.7M Buy
77,534
+11,268
+17% +$968K 0.04% 32
2018
Q2 		$5.64M Buy
66,266
+18,077
+38% +$1.55M 0.04% 35
2018
Q1 		$4.13M Buy
48,189
+17,288
+56% +$1.49M 0.03% 40
2017
Q4 		$2.7M Buy
30,901
+16,181
+110% +$1.42M 0.02% 38
2017
Q3 		$1.31M Buy
+14,720
New +$1.3M 0.01% 47

Other funds holding HYG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Betterment LLC's HYG Position: Q1 2026 in Review

Betterment LLC reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 6.8% in Q1 2026, selling an estimated $101K and leaving 17,225 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Betterment LLC first reported a position in HYG in Q3 2017 and has held it in 33 quarters since. The position peaked at $12.4M in Q3 2020. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • Betterment LLC held 17,225 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.37M as of Q1 2026.
  • Betterment LLC sold 1,251 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $101K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #281 holding.
  • Betterment LLC first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2017 and has held it in 33 quarters since.
  • Betterment LLC's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $12.4M in Q3 2020.
  • 978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

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