Betterment LLC
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Betterment LLC’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Betterment LLC’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$673K Sell
12,848
-275,732
-96% -$14.5M ﹤0.01% 423
2026
Q1 		$15.2M Buy
288,580
+11,309
+4% +$598K 0.03% 113
2025
Q4 		$14.7M Buy
277,271
+41,309
+18% +$2.19M 0.03% 111
2025
Q3 		$12.5M Buy
235,962
+66,436
+39% +$3.51M 0.02% 115
2025
Q2 		$8.94M Buy
169,526
+4,958
+3% +$259K 0.02% 126
2025
Q1 		$8.62M Sell
164,568
-42,585
-21% -$2.21M 0.02% 122
2024
Q4 		$10.7M Sell
207,153
-2,576
-1% -$134K 0.03% 108
2024
Q3 		$11M Buy
209,729
+132,157
+170% +$6.88M 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% +$556K 0.02% 102
2023
Q4 		$5.07M Buy
98,951
+8,251
+9% +$414K 0.01% 97
2023
Q3 		$4.52M Sell
90,700
-13,173
-13% -$659K 0.01% 91
2023
Q2 		$5.21M Sell
103,873
-17,661
-15% -$890K 0.02% 86
2023
Q1 		$6.14M Buy
121,534
+1,348
+1% +$67.7K 0.02% 80
2022
Q4 		$5.99M Sell
120,186
-110,178
-48% -$5.45M 0.02% 77
2022
Q3 		$11.6M Hold
230,364
– – 0.04% 58
2022
Q2 		$11.6M Buy
230,364
+14,511
+7% +$739K 0.04% 58
2022
Q1 		$11.2M Buy
215,853
+15,331
+8% +$808K 0.04% 60
2021
Q4 		$10.8M Buy
200,522
+45,399
+29% +$2.46M 0.03% 60
2021
Q3 		$8.48M Buy
155,123
+15,064
+11% +$825K 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% -$890K 0.03% 53
2020
Q4 		$9.79M Sell
177,362
-5,320
-3% -$292K 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% +$4.52M 0.05% 44
2020
Q1 		$4.76M Sell
90,921
-9,915
-10% -$528K 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% -$2.56M 0.02% 58
2019
Q1 		$5.97M Buy
112,988
+15,301
+16% +$799K 0.04% 43
2018
Q4 		$5.04M Buy
97,687
+39,160
+67% +$2.02M 0.04% 48
2018
Q3 		$3.03M Sell
58,527
-24,141
-29% -$1.25M 0.02% 56
2018
Q2 		$4.29M Buy
82,668
+5,138
+7% +$266K 0.03% 42
2018
Q1 		$4.02M Buy
77,530
+51,212
+195% +$2.66M 0.03% 41
2017
Q4 		$1.38M Buy
26,318
+17,654
+204% +$926K 0.01% 52
2017
Q3 		$456K Buy
+8,664
New +$457K ﹤0.01% 74

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Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC's IGSB Position: Q2 2026 in Review

Betterment LLC reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 96% in Q2 2026, selling an estimated $14.5M and leaving 12,848 shares worth $673K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Betterment LLC first reported a position in IGSB in Q3 2017 and has held it in 36 quarters since. The position peaked at $15.2M in Q1 2026. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Betterment LLC held 12,848 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $673K as of Q2 2026.
  • Betterment LLC sold 275,732 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $14.5M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #423 holding.
  • Betterment LLC first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2017 and has held it in 36 quarters since.
  • Betterment LLC's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $15.2M in Q1 2026.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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