Betterment LLC
USHY icon

Betterment LLC’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Betterment LLC’s Portfolio USHY Stock Details USHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$70.7M Buy
1,909,046
+2,934
+0.2% +$109K 0.12% 61
2026
Q1 		$70.2M Buy
1,906,112
+110,936
+6% +$4.14M 0.13% 58
2025
Q4 		$67.1M Buy
1,795,176
+284,356
+19% +$10.6M 0.13% 57
2025
Q3 		$57.1M Buy
1,510,820
+216,309
+17% +$8.11M 0.11% 62
2025
Q2 		$48.6M Buy
1,294,511
+111,250
+9% +$4.08M 0.1% 62
2025
Q1 		$43.6M Buy
1,183,261
+864,460
+271% +$32.1M 0.1% 58
2024
Q4 		$11.7M Buy
318,801
+73,058
+30% +$2.72M 0.03% 101
2024
Q3 		$9.25M Buy
245,743
+98,784
+67% +$3.65M 0.02% 103
2024
Q2 		$5.33M Buy
146,959
+62,487
+74% +$2.26M 0.01% 117
2024
Q1 		$3.09M Buy
84,472
+17,461
+26% +$635K 0.01% 125
2023
Q4 		$2.44M Sell
67,011
-3,374
-5% -$118K 0.01% 121
2023
Q3 		$2.44M Sell
70,385
-5,164
-7% -$181K 0.01% 114
2023
Q2 		$2.67M Sell
75,549
-8,401
-10% -$295K 0.01% 104
2023
Q1 		$2.98M Sell
83,950
-3,276
-4% -$115K 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% +$131K 0.03% 72
2022
Q1 		$8.23M Sell
211,901
-30,084
-12% -$1.19M 0.03% 72
2021
Q4 		$9.97M Buy
241,985
+91,455
+61% +$3.76M 0.03% 65
2021
Q3 		$6.25M Buy
150,530
+101,229
+205% +$4.21M 0.02% 72
2021
Q2 		$2.06M Buy
49,301
+1,545
+3% +$63.8K 0.01% 105
2021
Q1 		$1.97M Buy
+47,756
New +$1.97M 0.01% 83

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC's USHY Position: Q2 2026 in Review

Betterment LLC increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 0.15% in Q2 2026, buying an estimated $109K and bringing the position to 1,909,046 shares worth $70.7M. The position accounts for 0.12% of the portfolio, ranked #61.

Betterment LLC first reported a position in USHY in Q1 2021 and has held it in 22 quarters since. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Betterment LLC held 1,909,046 shares of iShares Broad USD High Yield Corporate Bond ETF worth $70.7M as of Q2 2026.
  • Betterment LLC bought 2,934 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $109K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.12% of Betterment LLC's portfolio in Q2 2026, its #61 holding.
  • Betterment LLC first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • 668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

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