Betterment LLC’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.5M | Buy |
591,634
+50,246
| +9% | +$2.17M | 0.05% | 83 |
|
|
2025
Q1 | $23M | Buy |
541,388
+140,873
| +35% | +$5.99M | 0.05% | 81 |
|
|
2024
Q4 | $17.1M | Buy |
400,515
+57,482
| +17% | +$2.45M | 0.04% | 82 |
|
|
2024
Q3 | $14.9M | Buy |
343,033
+84,624
| +33% | +$3.67M | 0.04% | 83 |
|
|
2024
Q2 | $10.9M | Buy |
258,409
+56,318
| +28% | +$2.38M | 0.03% | 87 |
|
|
2024
Q1 | $8.6M | Buy |
202,091
+45,153
| +29% | +$1.92M | 0.02% | 89 |
|
|
2023
Q4 | $6.63M | Buy |
156,938
+14,623
| +10% | +$617K | 0.02% | 88 |
|
|
2023
Q3 | $5.84M | Sell |
142,315
-11,213
| -7% | -$460K | 0.02% | 82 |
|
|
2023
Q2 | $6.36M | Sell |
153,528
-19,516
| -11% | -$809K | 0.02% | 76 |
|
|
2023
Q1 | $7.21M | Sell |
173,044
-9,148
| -5% | -$381K | 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% | -$1.68M | 0.04% | 60 |
|
|
2022
Q1 | $13.8M | Buy |
312,862
+89,132
| +40% | +$3.92M | 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% | +$2.36M | 0.02% | 71 |
|
|
2021
Q1 | $2.72M | Sell |
59,274
-6,175
| -9% | -$283K | 0.01% | 74 |
|
|
2020
Q4 | $2.97M | Buy |
+65,449
| New | +$2.97M | 0.01% | 69 |
|