Betterment LLC’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.6M | Sell |
143,165
-15,496
| -10% | -$1.71M | 0.03% | 112 |
|
|
2025
Q4 | $17.5M | Sell |
158,661
-4,311
| -3% | -$479K | 0.03% | 103 |
|
|
2025
Q3 | $18.2M | Sell |
162,972
-7,619
| -4% | -$838K | 0.04% | 101 |
|
|
2025
Q2 | $18.7M | Buy |
170,591
+7,409
| +5% | +$795K | 0.04% | 95 |
|
|
2025
Q1 | $17.7M | Buy |
163,182
+8,228
| +5% | +$887K | 0.04% | 87 |
|
|
2024
Q4 | $16.6M | Buy |
154,954
+25,271
| +19% | +$2.77M | 0.04% | 83 |
|
|
2024
Q3 | $14.7M | Sell |
129,683
-5,911
| -4% | -$654K | 0.04% | 85 |
|
|
2024
Q2 | $14.5M | Sell |
135,594
-559
| -0.4% | -$59.7K | 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% | +$161K | 0.04% | 59 |
|
|
2023
Q3 | $13.8M | Buy |
135,621
+5,719
| +4% | +$603K | 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% | -$92.6K | 0.04% | 57 |
|
|
2022
Q4 | $13.2M | Sell |
125,406
-9,954
| -7% | -$1.04M | 0.05% | 56 |
|
|
2022
Q3 | $14.9M | Hold |
135,360
| – | – | 0.05% | 51 |
|
|
2022
Q2 | $14.9M | Sell |
135,360
-3,523
| -3% | -$398K | 0.05% | 51 |
|
|
2022
Q1 | $16.8M | Sell |
138,883
-3,199
| -2% | -$399K | 0.05% | 51 |
|
|
2021
Q4 | $18.8M | Buy |
142,082
+2,139
| +2% | +$284K | 0.06% | 48 |
|
|
2021
Q3 | $18.6M | Buy |
139,943
+1,965
| +1% | +$266K | 0.06% | 45 |
|
|
2021
Q2 | $18.5M | Sell |
137,978
-3,310
| -2% | -$436K | 0.06% | 44 |
|
|
2021
Q1 | $18.4M | Buy |
141,288
+16,750
| +13% | +$2.23M | 0.07% | 40 |
|
|
2020
Q4 | $17.2M | Buy |
124,538
+8,609
| +7% | +$1.17M | 0.07% | 39 |
|
|
2020
Q3 | $15.6M | Buy |
115,929
+9,527
| +9% | +$1.3M | 0.08% | 36 |
|
|
2020
Q2 | $14.3M | Sell |
106,402
-3,557
| -3% | -$463K | 0.08% | 37 |
|
|
2020
Q1 | $13.6M | Sell |
109,959
-36,845
| -25% | -$4.69M | 0.08% | 39 |
|
|
2019
Q4 | $18.8M | Buy |
146,804
+14,811
| +11% | +$1.89M | 0.1% | 30 |
|
|
2019
Q3 | $16.4M | Hold |
131,993
| – | – | 0.09% | 31 |
|
|
2019
Q2 | $16.4M | Buy |
131,993
+2,920
| +2% | +$351K | 0.09% | 31 |
|
|
2019
Q1 | $15.4M | Buy |
129,073
+1,188
| +0.9% | +$138K | 0.09% | 31 |
|
|
2018
Q4 | $14.4M | Sell |
127,885
-67,434
| -35% | -$7.58M | 0.1% | 30 |
|
|
2018
Q3 | $22.4M | Sell |
195,319
-335,750
| -63% | -$38.7M | 0.15% | 27 |
|
|
2018
Q2 | $60.8M | Sell |
531,069
-64,167
| -11% | -$7.39M | 0.43% | 22 |
|
|
2018
Q1 | $68.6M | Sell |
595,236
-52,373
| -8% | -$6.19M | 0.5% | 20 |
|
|
2017
Q4 | $78.7M | Sell |
647,609
-1,123,974
| -63% | -$136M | 0.63% | 18 |
|
|
2017
Q3 | $215M | Buy |
1,771,583
+249,230
| +16% | +$30.1M | 1.96% | 11 |
|
|
2017
Q2 | $183M | Buy |
1,522,353
+210,257
| +16% | +$25.1M | 1.92% | 12 |
|
|
2017
Q1 | $155M | Buy |
1,312,096
+282,693
| +27% | +$33.2M | 1.86% | 12 |
|
|
2016
Q4 | $121M | Buy |
1,029,403
+105,154
| +11% | +$12.5M | 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% | +$18.3M | 1.86% | 15 |
|
|
2016
Q1 | $70M | Buy |
589,486
+98,842
| +20% | +$11.4M | 1.74% | 15 |
|
|
2015
Q4 | $55.9M | Buy |
490,644
+92,754
| +23% | +$10.7M | 1.72% | 15 |
|
|
2015
Q3 | $46.2M | Buy |
397,890
+72,414
| +22% | +$8.37M | 1.75% | 15 |
|
|
2015
Q2 | $37.7M | Buy |
325,476
+43,652
| +15% | +$5.17M | 1.62% | 13 |
|
|
2015
Q1 | $34.3M | Buy |
281,824
+35,700
| +15% | +$4.33M | 1.99% | 12 |
|
|
2014
Q4 | $29.4M | Buy |
+246,124
| New | +$29.3M | 2.57% | 9 |
|
Other funds holding LQD
MYLI
N
B
Betterment LLC's LQD Position: Q1 2026 in Review
Betterment LLC reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 9.8% in Q1 2026, selling an estimated $1.71M and leaving 143,165 shares worth $15.6M. The position accounts for 0.03% of the portfolio, ranked #112.
Betterment LLC first reported a position in LQD in Q4 2014 and has held it in 46 quarters since. The position peaked at $215M in Q3 2017. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.
- Betterment LLC held 143,165 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $15.6M as of Q1 2026.
- Betterment LLC sold 15,496 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.71M.
- iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Betterment LLC's portfolio in Q1 2026, its #112 holding.
- Betterment LLC first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 46 quarters since.
- Betterment LLC's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $215M in Q3 2017.
- 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.
Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.