Betterment LLC’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.4M | Buy |
267,491
+24,209
| +10% | +$1.22M | 0.03% | 107 |
|
2025
Q1 | $12.2M | Buy |
243,282
+54,626
| +29% | +$2.74M | 0.03% | 102 |
|
2024
Q4 | $9.32M | Buy |
+188,656
| New | +$9.32M | 0.02% | 114 |
|
2023
Q4 | – | Sell |
-5,072
| Closed | -$239K | – | 315 |
|
2023
Q3 | $239K | Sell |
5,072
-974
| -16% | -$45.9K | ﹤0.01% | 282 |
|
2023
Q2 | $312K | Sell |
6,046
-1,438
| -19% | -$74.2K | ﹤0.01% | 243 |
|
2023
Q1 | $392K | Sell |
7,484
-2,219
| -23% | -$116K | ﹤0.01% | 216 |
|
2022
Q4 | $483K | Sell |
9,703
-1,040
| -10% | -$51.8K | ﹤0.01% | 188 |
|
2022
Q3 | $573K | Hold |
10,743
| – | – | ﹤0.01% | 170 |
|
2022
Q2 | $573K | Sell |
10,743
-1,962
| -15% | -$105K | ﹤0.01% | 170 |
|
2022
Q1 | $780K | Buy |
12,705
+988
| +8% | +$60.7K | ﹤0.01% | 153 |
|
2021
Q4 | $815K | Sell |
11,717
-441
| -4% | -$30.7K | ﹤0.01% | 144 |
|
2021
Q3 | $842K | Sell |
12,158
-990
| -8% | -$68.6K | ﹤0.01% | 135 |
|
2021
Q2 | $923K | Sell |
13,148
-8,719
| -40% | -$612K | ﹤0.01% | 123 |
|
2021
Q1 | $1.46M | Sell |
21,867
-3,507
| -14% | -$234K | 0.01% | 91 |
|
2020
Q4 | $1.85M | Buy |
25,374
+6,963
| +38% | +$508K | 0.01% | 79 |
|
2020
Q3 | $1.3M | Sell |
18,411
-589
| -3% | -$41.5K | 0.01% | 78 |
|
2020
Q2 | $1.33M | Sell |
19,000
-1,667
| -8% | -$117K | 0.01% | 75 |
|
2020
Q1 | $1.32M | Buy |
20,667
+11,603
| +128% | +$738K | 0.01% | 71 |
|
2019
Q4 | $604K | Buy |
9,064
+85
| +0.9% | +$5.66K | ﹤0.01% | 89 |
|
2019
Q3 | $572K | Hold |
8,979
| – | – | ﹤0.01% | 89 |
|
2019
Q2 | $572K | Sell |
8,979
-1,223
| -12% | -$77.9K | ﹤0.01% | 89 |
|
2019
Q1 | $616K | Sell |
10,202
-823
| -7% | -$49.7K | ﹤0.01% | 87 |
|
2018
Q4 | $621K | Sell |
11,025
-1,680
| -13% | -$94.6K | ﹤0.01% | 83 |
|
2018
Q3 | $740K | Buy |
12,705
+724
| +6% | +$42.2K | ﹤0.01% | 78 |
|
2018
Q2 | $694K | Buy |
11,981
+3,405
| +40% | +$197K | ﹤0.01% | 77 |
|
2018
Q1 | $503K | Buy |
+8,576
| New | +$503K | ﹤0.01% | 81 |
|