Betterment LLC’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.6M | Buy |
1,294,511
+111,250
| +9% | +$4.17M | 0.1% | 62 |
|
|
2025
Q1 | $43.6M | Buy |
1,183,261
+864,460
| +271% | +$31.8M | 0.1% | 58 |
|
|
2024
Q4 | $11.7M | Buy |
318,801
+73,058
| +30% | +$2.69M | 0.03% | 101 |
|
|
2024
Q3 | $9.25M | Buy |
245,743
+98,784
| +67% | +$3.72M | 0.02% | 103 |
|
|
2024
Q2 | $5.33M | Buy |
146,959
+62,487
| +74% | +$2.27M | 0.01% | 117 |
|
|
2024
Q1 | $3.09M | Buy |
84,472
+17,461
| +26% | +$639K | 0.01% | 125 |
|
|
2023
Q4 | $2.44M | Sell |
67,011
-3,374
| -5% | -$123K | 0.01% | 121 |
|
|
2023
Q3 | $2.44M | Sell |
70,385
-5,164
| -7% | -$179K | 0.01% | 114 |
|
|
2023
Q2 | $2.67M | Sell |
75,549
-8,401
| -10% | -$297K | 0.01% | 104 |
|
|
2023
Q1 | $2.98M | Sell |
83,950
-3,276
| -4% | -$116K | 0.01% | 106 |
|
|
2022
Q4 | $3.01M | Sell |
87,226
-128,241
| -60% | -$4.43M | 0.01% | 102 |
|
|
2022
Q3 | $7.46M | Hold |
215,467
| – | – | 0.03% | 72 |
|
|
2022
Q2 | $7.46M | Buy |
215,467
+3,566
| +2% | +$123K | 0.03% | 72 |
|
|
2022
Q1 | $8.23M | Sell |
211,901
-30,084
| -12% | -$1.17M | 0.03% | 72 |
|
|
2021
Q4 | $9.97M | Buy |
241,985
+91,455
| +61% | +$3.77M | 0.03% | 65 |
|
|
2021
Q3 | $6.25M | Buy |
150,530
+101,229
| +205% | +$4.2M | 0.02% | 72 |
|
|
2021
Q2 | $2.06M | Buy |
49,301
+1,545
| +3% | +$64.5K | 0.01% | 105 |
|
|
2021
Q1 | $1.97M | Buy |
+47,756
| New | +$1.97M | 0.01% | 83 |
|