Betterment LLC
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Betterment LLC’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Betterment LLC’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.47M Buy
140,587
+3,292
+2% +$175K 0.01% 152
2026
Q1 		$7.31M Sell
137,295
-9,765
-7% -$526K 0.01% 154
2025
Q4 		$7.92M Buy
147,060
+22,001
+18% +$1.19M 0.02% 142
2025
Q3 		$6.76M Buy
125,059
+587
+0.5% +$31.4K 0.01% 148
2025
Q2 		$6.63M Buy
124,472
+22,188
+22% +$1.16M 0.01% 136
2025
Q1 		$5.37M Buy
102,284
+41,040
+67% +$2.13M 0.01% 141
2024
Q4 		$3.15M Sell
61,244
-9,645
-14% -$505K 0.01% 165
2024
Q3 		$3.81M Buy
70,889
+45,484
+179% +$2.4M 0.01% 139
2024
Q2 		$1.3M Buy
25,405
+17,827
+235% +$908K ﹤0.01% 198
2024
Q1 		$391K Sell
7,578
-760
-9% -$39.1K ﹤0.01% 283
2023
Q4 		$434K Buy
8,338
+3,661
+78% +$181K ﹤0.01% 239
2023
Q3 		$228K Buy
+4,677
New +$233K ﹤0.01% 287
2018
Q3 		– Sell
-17,594
Closed -$935K – 100
2018
Q2 		$935K Buy
17,594
+2,736
+18% +$145K 0.01% 73
2018
Q1 		$790K Buy
14,858
+5,044
+51% +$272K 0.01% 75
2017
Q4 		$536K Buy
9,814
+1,262
+15% +$69.2K ﹤0.01% 77
2017
Q3 		$471K Buy
+8,552
New +$471K ﹤0.01% 73

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC's IGIB Position: Q2 2026 in Review

Betterment LLC increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 2.4% in Q2 2026, buying an estimated $175K and bringing the position to 140,587 shares worth $7.47M. The position accounts for 0.01% of the portfolio, ranked #152.

Betterment LLC first reported a position in IGIB in Q3 2017 and has held it in 16 quarters since. The position peaked at $7.92M in Q4 2025. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Betterment LLC held 140,587 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $7.47M as of Q2 2026.
  • Betterment LLC bought 3,292 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $175K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #152 holding.
  • Betterment LLC first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2017 and has held it in 16 quarters since.
  • Betterment LLC's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $7.92M in Q4 2025.
  • 707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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