Betterment LLC’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
20,162
+9,604
| +91% | +$775K | ﹤0.01% | 229 |
|
|
2025
Q1 | $833K | Buy |
10,558
+792
| +8% | +$62.5K | ﹤0.01% | 275 |
|
|
2024
Q4 | $768K | Buy |
9,766
+352
| +4% | +$27.7K | ﹤0.01% | 275 |
|
|
2024
Q3 | $756K | Buy |
9,414
+3,406
| +57% | +$274K | ﹤0.01% | 264 |
|
|
2024
Q2 | $463K | Buy |
6,008
+1,305
| +28% | +$101K | ﹤0.01% | 291 |
|
|
2024
Q1 | $366K | Buy |
4,703
+740
| +19% | +$57.6K | ﹤0.01% | 289 |
|
|
2023
Q4 | $307K | Buy |
3,963
+210
| +6% | +$16.3K | ﹤0.01% | 274 |
|
|
2023
Q3 | $277K | Buy |
3,753
+828
| +28% | +$61.1K | ﹤0.01% | 266 |
|
|
2023
Q2 | $220K | Buy |
+2,925
| New | +$220K | ﹤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% | +$824K | 0.01% | 119 |
|
|
2022
Q1 | $1.24M | Buy |
15,005
+11,225
| +297% | +$924K | ﹤0.01% | 134 |
|
|
2021
Q4 | $329K | Sell |
3,780
-44,977
| -92% | -$3.91M | ﹤0.01% | 179 |
|
|
2021
Q3 | $4.27M | Sell |
48,757
-41,174
| -46% | -$3.6M | 0.01% | 84 |
|
|
2021
Q2 | $7.92M | Sell |
89,931
-18,700
| -17% | -$1.65M | 0.03% | 62 |
|
|
2021
Q1 | $9.47M | Sell |
108,631
-24,527
| -18% | -$2.14M | 0.04% | 50 |
|
|
2020
Q4 | $11.6M | Sell |
133,158
-14,504
| -10% | -$1.27M | 0.05% | 45 |
|
|
2020
Q3 | $12.4M | Buy |
147,662
+6,668
| +5% | +$559K | 0.06% | 40 |
|
|
2020
Q2 | $11.5M | Buy |
140,994
+18,037
| +15% | +$1.47M | 0.06% | 42 |
|
|
2020
Q1 | $9.48M | Sell |
122,957
-4,238
| -3% | -$327K | 0.06% | 42 |
|
|
2019
Q4 | $11.2M | Buy |
127,195
+28,097
| +28% | +$2.47M | 0.06% | 36 |
|
|
2019
Q3 | $8.64M | Hold |
99,098
| – | – | 0.05% | 39 |
|
|
2019
Q2 | $8.64M | Buy |
99,098
+32,228
| +48% | +$2.81M | 0.05% | 39 |
|
|
2019
Q1 | $5.78M | Buy |
66,870
+2,914
| +5% | +$252K | 0.03% | 46 |
|
|
2018
Q4 | $5.19M | Sell |
63,956
-13,578
| -18% | -$1.1M | 0.04% | 46 |
|
|
2018
Q3 | $6.7M | Buy |
77,534
+11,268
| +17% | +$974K | 0.04% | 32 |
|
|
2018
Q2 | $5.64M | Buy |
66,266
+18,077
| +38% | +$1.54M | 0.04% | 35 |
|
|
2018
Q1 | $4.13M | Buy |
48,189
+17,288
| +56% | +$1.48M | 0.03% | 40 |
|
|
2017
Q4 | $2.7M | Buy |
30,901
+16,181
| +110% | +$1.41M | 0.02% | 38 |
|
|
2017
Q3 | $1.31M | Buy |
+14,720
| New | +$1.31M | 0.01% | 47 |
|