Betterment LLC
SHYG icon

Betterment LLC’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Betterment LLC’s Portfolio SHYG Stock Details SHYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$769K Sell
18,140
-855,143
-98% -$36.3M ﹤0.01% 400
2026
Q1 		$36.9M Buy
873,283
+45,546
+6% +$1.94M 0.07% 79
2025
Q4 		$35.5M Buy
827,737
+131,195
+19% +$5.63M 0.07% 78
2025
Q3 		$30.2M Buy
696,542
+104,908
+18% +$4.52M 0.06% 82
2025
Q2 		$25.5M Buy
591,634
+50,246
+9% +$2.13M 0.05% 83
2025
Q1 		$23M Buy
541,388
+140,873
+35% +$6.04M 0.05% 81
2024
Q4 		$17.1M Buy
400,515
+57,482
+17% +$2.47M 0.04% 82
2024
Q3 		$14.9M Buy
343,033
+84,624
+33% +$3.62M 0.04% 83
2024
Q2 		$10.9M Buy
258,409
+56,318
+28% +$2.37M 0.03% 87
2024
Q1 		$8.6M Buy
202,091
+45,153
+29% +$1.91M 0.02% 89
2023
Q4 		$6.63M Buy
156,938
+14,623
+10% +$603K 0.02% 88
2023
Q3 		$5.84M Sell
142,315
-11,213
-7% -$463K 0.02% 82
2023
Q2 		$6.36M Sell
153,528
-19,516
-11% -$804K 0.02% 76
2023
Q1 		$7.21M Sell
173,044
-9,148
-5% -$379K 0.02% 76
2022
Q4 		$7.45M Sell
182,192
-89,239
-33% -$3.65M 0.03% 73
2022
Q3 		$11M Hold
271,431
– – 0.04% 60
2022
Q2 		$11M Sell
271,431
-41,431
-13% -$1.75M 0.04% 60
2022
Q1 		$13.8M Buy
312,862
+89,132
+40% +$3.95M 0.04% 54
2021
Q4 		$10.1M Buy
223,730
+70,551
+46% +$3.2M 0.03% 64
2021
Q3 		$7M Buy
153,179
+42,698
+39% +$1.95M 0.02% 67
2021
Q2 		$5.09M Buy
110,481
+51,207
+86% +$2.35M 0.02% 71
2021
Q1 		$2.71M Sell
59,274
-6,175
-9% -$281K 0.01% 74
2020
Q4 		$2.97M Buy
+65,449
New +$2.92M 0.01% 69

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC's SHYG Position: Q2 2026 in Review

Betterment LLC reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 98% in Q2 2026, selling an estimated $36.3M and leaving 18,140 shares worth $769K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Betterment LLC first reported a position in SHYG in Q4 2020 and has held it in 23 quarters since. The position peaked at $36.9M in Q1 2026. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Betterment LLC held 18,140 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $769K as of Q2 2026.
  • Betterment LLC sold 855,143 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $36.3M.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #400 holding.
  • Betterment LLC first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Betterment LLC's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $36.9M in Q1 2026.
  • 569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

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