Betterment LLC
IGEB icon

Betterment LLC’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Betterment LLC’s Portfolio IGEB Stock Details IGEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$68.9M Buy
1,529,358
+93,324
+6% +$4.25M 0.13% 59
2025
Q4 		$65.6M Buy
1,436,034
+222,448
+18% +$10.2M 0.12% 58
2025
Q3 		$55.9M Buy
1,213,586
+526,254
+77% +$24M 0.11% 63
2025
Q2 		$31.2M Buy
687,332
+52,441
+8% +$2.34M 0.07% 76
2025
Q1 		$28.6M Buy
634,891
+153,230
+32% +$6.84M 0.07% 72
2024
Q4 		$21.4M Buy
481,661
+89,500
+23% +$4.05M 0.05% 77
2024
Q3 		$18.2M Buy
392,161
+114,786
+41% +$5.23M 0.04% 79
2024
Q2 		$12.3M Buy
277,375
+71,236
+35% +$3.14M 0.03% 82
2024
Q1 		$9.24M Buy
206,139
+4,084
+2% +$183K 0.02% 86
2023
Q4 		$9.14M Buy
+202,055
New +$8.69M 0.03% 75

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC's IGEB Position: Q1 2026 in Review

Betterment LLC increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 6.5% in Q1 2026, buying an estimated $4.25M and bringing the position to 1,529,358 shares worth $68.9M. The position accounts for 0.13% of the portfolio, ranked #59.

Betterment LLC first reported a position in IGEB in Q4 2023 and has held it in 10 quarters since. 180 funds tracked by Wall St. Rank hold IGEB as of Q1 2026.

  • Betterment LLC held 1,529,358 shares of iShares Investment Grade Systematic Bond ETF worth $68.9M as of Q1 2026.
  • Betterment LLC bought 93,324 iShares Investment Grade Systematic Bond ETF shares in Q1 2026, an estimated $4.25M.
  • iShares Investment Grade Systematic Bond ETF made up 0.13% of Betterment LLC's portfolio in Q1 2026, its #59 holding.
  • Betterment LLC first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 180 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2026.

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