Betterment LLC’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Betterment LLC’s Portfolio LQDH Stock Details LQDH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$978K	Sell	10,499 -13,503	-56%	-$1.26M	﹤0.01%	351
2026 Q1	$2.22M	Buy	24,002 +1,542	+7%	+$143K	﹤0.01%	235
2025 Q4	$2.1M	Buy	22,460 +3,333	+17%	+$311K	﹤0.01%	229
2025 Q3	$1.79M	Buy	+19,127	New	+$1.78M	﹤0.01%	232
2022 Q2	–	Sell	-20,070	Closed	-$1.88M	–	233
2022 Q1	$1.88M	Buy	20,070 +1,551	+8%	+$145K	0.01%	119
2021 Q4	$1.77M	Buy	18,519 +2,933	+19%	+$281K	0.01%	118
2021 Q3	$1.49M	Buy	15,586 +5,834	+60%	+$559K	0.01%	118
2021 Q2	$939K	Buy	+9,752	New	+$935K	﹤0.01%	122
2021 Q1	–	Sell	-10,680	Closed	-$1.02M	–	135
2020 Q4	$1.02M	Sell	10,680 -32,103	-75%	-$3M	﹤0.01%	97
2020 Q3	$3.9M	Buy	42,783 +1,875	+5%	+$171K	0.02%	57
2020 Q2	$3.68M	Buy	+40,908	New	+$3.58M	0.02%	58

Other funds holding LQDH

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HWMG

Harbour Wealth Management Group Daniel Island, South Carolina $148M AUM

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Betterment LLC's LQDH Position: Q2 2026 in Review

Betterment LLC reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 56% in Q2 2026, selling an estimated $1.26M and leaving 10,499 shares worth $978K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Betterment LLC first reported a position in LQDH in Q2 2020 and has held it in 11 quarters since. The position peaked at $3.9M in Q3 2020. 97 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

Betterment LLC held 10,499 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $978K as of Q2 2026.
Betterment LLC sold 13,503 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $1.26M.
iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #351 holding.
Betterment LLC first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2020 and has held it in 11 quarters since.
Betterment LLC's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $3.9M in Q3 2020.
97 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

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