Betterment LLC’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.94M | Buy |
169,526
+4,958
| +3% | +$262K | 0.02% | 126 |
|
|
2025
Q1 | $8.62M | Sell |
164,568
-42,585
| -21% | -$2.23M | 0.02% | 122 |
|
|
2024
Q4 | $10.7M | Sell |
207,153
-2,576
| -1% | -$133K | 0.03% | 108 |
|
|
2024
Q3 | $11M | Buy |
209,729
+132,157
| +170% | +$6.96M | 0.03% | 97 |
|
|
2024
Q2 | $3.98M | Sell |
77,572
-32,253
| -29% | -$1.65M | 0.01% | 129 |
|
|
2024
Q1 | $5.63M | Buy |
109,825
+10,874
| +11% | +$558K | 0.02% | 102 |
|
|
2023
Q4 | $5.07M | Buy |
98,951
+8,251
| +9% | +$423K | 0.01% | 97 |
|
|
2023
Q3 | $4.52M | Sell |
90,700
-13,173
| -13% | -$656K | 0.01% | 91 |
|
|
2023
Q2 | $5.21M | Sell |
103,873
-17,661
| -15% | -$886K | 0.02% | 86 |
|
|
2023
Q1 | $6.14M | Buy |
121,534
+1,348
| +1% | +$68.1K | 0.02% | 80 |
|
|
2022
Q4 | $5.99M | Sell |
120,186
-110,178
| -48% | -$5.49M | 0.02% | 77 |
|
|
2022
Q3 | $11.6M | Hold |
230,364
| – | – | 0.04% | 58 |
|
|
2022
Q2 | $11.6M | Buy |
230,364
+14,511
| +7% | +$734K | 0.04% | 58 |
|
|
2022
Q1 | $11.2M | Buy |
215,853
+15,331
| +8% | +$793K | 0.04% | 60 |
|
|
2021
Q4 | $10.8M | Buy |
200,522
+45,399
| +29% | +$2.45M | 0.03% | 60 |
|
|
2021
Q3 | $8.48M | Buy |
155,123
+15,064
| +11% | +$823K | 0.03% | 62 |
|
|
2021
Q2 | $7.68M | Sell |
140,059
-21,096
| -13% | -$1.16M | 0.03% | 63 |
|
|
2021
Q1 | $8.81M | Sell |
161,155
-16,207
| -9% | -$886K | 0.03% | 53 |
|
|
2020
Q4 | $9.79M | Sell |
177,362
-5,320
| -3% | -$294K | 0.04% | 49 |
|
|
2020
Q3 | $10M | Buy |
182,682
+7,878
| +5% | +$433K | 0.05% | 44 |
|
|
2020
Q2 | $9.56M | Buy |
174,804
+83,883
| +92% | +$4.59M | 0.05% | 44 |
|
|
2020
Q1 | $4.76M | Sell |
90,921
-9,915
| -10% | -$519K | 0.03% | 53 |
|
|
2019
Q4 | $5.41M | Buy |
100,836
+36,360
| +56% | +$1.95M | 0.03% | 47 |
|
|
2019
Q3 | $3.45M | Hold |
64,476
| – | – | 0.02% | 58 |
|
|
2019
Q2 | $3.45M | Sell |
64,476
-48,512
| -43% | -$2.59M | 0.02% | 58 |
|
|
2019
Q1 | $5.97M | Buy |
112,988
+15,301
| +16% | +$808K | 0.04% | 43 |
|
|
2018
Q4 | $5.05M | Buy |
97,687
+39,160
| +67% | +$2.02M | 0.04% | 48 |
|
|
2018
Q3 | $3.03M | Buy |
58,527
+17,193
| +42% | +$891K | 0.02% | 56 |
|
|
2018
Q2 | $4.29M | Buy |
41,334
+2,569
| +7% | +$266K | 0.03% | 42 |
|
|
2018
Q1 | $4.02M | Buy |
38,765
+25,606
| +195% | +$2.66M | 0.03% | 41 |
|
|
2017
Q4 | $1.38M | Buy |
13,159
+8,827
| +204% | +$923K | 0.01% | 52 |
|
|
2017
Q3 | $456K | Buy |
+4,332
| New | +$456K | ﹤0.01% | 74 |
|