Betterment LLC’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7M | Buy |
170,591
+7,409
| +5% | +$812K | 0.04% | 95 |
|
|
2025
Q1 | $17.7M | Buy |
163,182
+8,228
| +5% | +$894K | 0.04% | 87 |
|
|
2024
Q4 | $16.6M | Buy |
154,954
+25,271
| +19% | +$2.7M | 0.04% | 83 |
|
|
2024
Q3 | $14.7M | Sell |
129,683
-5,911
| -4% | -$668K | 0.04% | 85 |
|
|
2024
Q2 | $14.5M | Sell |
135,594
-559
| -0.4% | -$59.9K | 0.04% | 75 |
|
|
2024
Q1 | $14.8M | Sell |
136,153
-1,017
| -0.7% | -$111K | 0.04% | 71 |
|
|
2023
Q4 | $15.2M | Buy |
137,170
+1,549
| +1% | +$171K | 0.04% | 59 |
|
|
2023
Q3 | $13.8M | Buy |
135,621
+5,719
| +4% | +$583K | 0.04% | 58 |
|
|
2023
Q2 | $14M | Buy |
129,902
+5,351
| +4% | +$579K | 0.04% | 59 |
|
|
2023
Q1 | $13.7M | Sell |
124,551
-855
| -0.7% | -$93.7K | 0.04% | 57 |
|
|
2022
Q4 | $13.2M | Sell |
125,406
-9,954
| -7% | -$1.05M | 0.05% | 56 |
|
|
2022
Q3 | $14.9M | Hold |
135,360
| – | – | 0.05% | 51 |
|
|
2022
Q2 | $14.9M | Sell |
135,360
-3,523
| -3% | -$388K | 0.05% | 51 |
|
|
2022
Q1 | $16.8M | Sell |
138,883
-3,199
| -2% | -$387K | 0.05% | 51 |
|
|
2021
Q4 | $18.8M | Buy |
142,082
+2,139
| +2% | +$283K | 0.06% | 48 |
|
|
2021
Q3 | $18.6M | Buy |
139,943
+1,965
| +1% | +$261K | 0.06% | 45 |
|
|
2021
Q2 | $18.5M | Sell |
137,978
-3,310
| -2% | -$445K | 0.06% | 44 |
|
|
2021
Q1 | $18.4M | Buy |
141,288
+16,750
| +13% | +$2.18M | 0.07% | 40 |
|
|
2020
Q4 | $17.2M | Buy |
124,538
+8,609
| +7% | +$1.19M | 0.07% | 39 |
|
|
2020
Q3 | $15.6M | Buy |
115,929
+9,527
| +9% | +$1.28M | 0.08% | 36 |
|
|
2020
Q2 | $14.3M | Sell |
106,402
-3,557
| -3% | -$478K | 0.08% | 37 |
|
|
2020
Q1 | $13.6M | Sell |
109,959
-36,845
| -25% | -$4.55M | 0.08% | 39 |
|
|
2019
Q4 | $18.8M | Buy |
146,804
+14,811
| +11% | +$1.9M | 0.1% | 30 |
|
|
2019
Q3 | $16.4M | Hold |
131,993
| – | – | 0.09% | 31 |
|
|
2019
Q2 | $16.4M | Buy |
131,993
+2,920
| +2% | +$363K | 0.09% | 31 |
|
|
2019
Q1 | $15.4M | Buy |
129,073
+1,188
| +0.9% | +$141K | 0.09% | 31 |
|
|
2018
Q4 | $14.4M | Sell |
127,885
-67,434
| -35% | -$7.61M | 0.1% | 30 |
|
|
2018
Q3 | $22.4M | Sell |
195,319
-335,750
| -63% | -$38.6M | 0.15% | 27 |
|
|
2018
Q2 | $60.8M | Sell |
531,069
-64,167
| -11% | -$7.35M | 0.43% | 22 |
|
|
2018
Q1 | $68.6M | Sell |
595,236
-52,373
| -8% | -$6.03M | 0.5% | 20 |
|
|
2017
Q4 | $78.7M | Sell |
647,609
-1,123,974
| -63% | -$137M | 0.63% | 18 |
|
|
2017
Q3 | $215M | Buy |
1,771,583
+249,230
| +16% | +$30.2M | 1.96% | 11 |
|
|
2017
Q2 | $183M | Buy |
1,522,353
+210,257
| +16% | +$25.3M | 1.92% | 12 |
|
|
2017
Q1 | $155M | Buy |
1,312,096
+282,693
| +27% | +$33.3M | 1.86% | 12 |
|
|
2016
Q4 | $121M | Buy |
1,029,403
+105,154
| +11% | +$12.3M | 1.78% | 16 |
|
|
2016
Q3 | $114M | Buy |
924,249
+182,202
| +25% | +$22.4M | 1.91% | 14 |
|
|
2016
Q2 | $91.1M | Buy |
742,047
+152,561
| +26% | +$18.7M | 1.86% | 15 |
|
|
2016
Q1 | $70M | Buy |
589,486
+98,842
| +20% | +$11.7M | 1.74% | 15 |
|
|
2015
Q4 | $55.9M | Buy |
490,644
+92,754
| +23% | +$10.6M | 1.72% | 15 |
|
|
2015
Q3 | $46.2M | Buy |
397,890
+72,414
| +22% | +$8.41M | 1.75% | 15 |
|
|
2015
Q2 | $37.7M | Buy |
325,476
+43,652
| +15% | +$5.05M | 1.62% | 13 |
|
|
2015
Q1 | $34.3M | Buy |
281,824
+35,700
| +15% | +$4.35M | 1.99% | 12 |
|
|
2014
Q4 | $29.4M | Buy |
+246,124
| New | +$29.4M | 2.57% | 9 |
|