Betterment LLC
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Betterment LLC’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Betterment LLC’s Portfolio IGLB Stock Details IGLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$448K Sell
8,952
-281,878
-97% -$14M ﹤0.01% 507
2026
Q1 		$14.4M Buy
290,830
+15,254
+6% +$771K 0.03% 117
2025
Q4 		$13.9M Buy
275,576
+42,869
+18% +$2.2M 0.03% 118
2025
Q3 		$12M Sell
232,707
-34,784
-13% -$1.75M 0.02% 120
2025
Q2 		$13.4M Buy
267,491
+24,209
+10% +$1.18M 0.03% 107
2025
Q1 		$12.2M Buy
243,282
+54,626
+29% +$2.73M 0.03% 102
2024
Q4 		$9.32M Buy
+188,656
New +$9.68M 0.02% 114
2023
Q4 		– Sell
-5,072
Closed -$239K – 315
2023
Q3 		$239K Sell
5,072
-974
-16% -$48.3K ﹤0.01% 282
2023
Q2 		$312K Sell
6,046
-1,438
-19% -$73.9K ﹤0.01% 243
2023
Q1 		$392K Sell
7,484
-2,219
-23% -$115K ﹤0.01% 216
2022
Q4 		$483K Sell
9,703
-1,040
-10% -$51.3K ﹤0.01% 188
2022
Q3 		$573K Hold
10,743
– – ﹤0.01% 170
2022
Q2 		$573K Sell
10,743
-1,962
-15% -$109K ﹤0.01% 170
2022
Q1 		$780K Buy
12,705
+988
+8% +$63.1K ﹤0.01% 153
2021
Q4 		$815K Sell
11,717
-441
-4% -$30.8K ﹤0.01% 144
2021
Q3 		$842K Sell
12,158
-990
-8% -$70.3K ﹤0.01% 135
2021
Q2 		$923K Sell
13,148
-8,719
-40% -$593K ﹤0.01% 123
2021
Q1 		$1.46M Sell
21,867
-3,507
-14% -$242K 0.01% 91
2020
Q4 		$1.85M Buy
25,374
+6,963
+38% +$498K 0.01% 79
2020
Q3 		$1.3M Sell
18,411
-589
-3% -$42.3K 0.01% 78
2020
Q2 		$1.33M Sell
19,000
-1,667
-8% -$112K 0.01% 75
2020
Q1 		$1.31M Buy
20,667
+11,603
+128% +$774K 0.01% 71
2019
Q4 		$604K Buy
9,064
+85
+0.9% +$5.63K ﹤0.01% 89
2019
Q3 		$572K Hold
8,979
– – ﹤0.01% 89
2019
Q2 		$572K Sell
8,979
-1,223
-12% -$74.4K ﹤0.01% 89
2019
Q1 		$616K Sell
10,202
-823
-7% -$47.7K ﹤0.01% 87
2018
Q4 		$621K Sell
11,025
-1,680
-13% -$94.2K ﹤0.01% 83
2018
Q3 		$740K Buy
12,705
+724
+6% +$42.3K ﹤0.01% 78
2018
Q2 		$694K Buy
11,981
+3,405
+40% +$199K ﹤0.01% 77
2018
Q1 		$503K Buy
+8,576
New +$521K ﹤0.01% 81

Other funds holding IGLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC's IGLB Position: Q2 2026 in Review

Betterment LLC reduced its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 97% in Q2 2026, selling an estimated $14M and leaving 8,952 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Betterment LLC first reported a position in IGLB in Q1 2018 and has held it in 30 quarters since. The position peaked at $14.4M in Q1 2026. 214 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

  • Betterment LLC held 8,952 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $448K as of Q2 2026.
  • Betterment LLC sold 281,878 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $14M.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #507 holding.
  • Betterment LLC first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 30 quarters since.
  • Betterment LLC's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $14.4M in Q1 2026.
  • 214 funds tracked by Wall St. Rank held iShares 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.