Betterment LLC’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Betterment LLC’s Portfolio USIG Stock Details USIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18.5M	Buy	361,816 +15,728	+5%	+$814K	0.04%	105
2025 Q4	$17.9M	Buy	346,088 +53,788	+18%	+$2.8M	0.03%	101
2025 Q3	$15.3M	Buy	+292,300	New	+$15.1M	0.03%	105
2024 Q3	–	Sell	-27,604	Closed	-$1.39M	–	428
2024 Q2	$1.39M	Buy	27,604 +16,756	+154%	+$838K	﹤0.01%	196
2024 Q1	$551K	Buy	10,848 +3,103	+40%	+$157K	﹤0.01%	253
2023 Q4	$397K	Sell	7,745 -779	-9%	-$38K	﹤0.01%	248
2023 Q3	$410K	Buy	8,524 +42	+0.5%	+$2.07K	﹤0.01%	228
2023 Q2	$425K	Buy	8,482 +458	+6%	+$23K	﹤0.01%	209
2023 Q1	$406K	Sell	8,024 -979	-11%	-$49.2K	﹤0.01%	212
2022 Q4	$442K	Buy	+9,003	New	+$439K	﹤0.01%	195
2020 Q4	–	Sell	-6,165	Closed	-$375K	–	127
2020 Q3	$375K	Buy	6,165 +183	+3%	+$11.2K	﹤0.01%	101
2020 Q2	$361K	Buy	+5,982	New	+$350K	﹤0.01%	103

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC's USIG Position: Q1 2026 in Review

Betterment LLC increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 4.5% in Q1 2026, buying an estimated $814K and bringing the position to 361,816 shares worth $18.5M. The position accounts for 0.04% of the portfolio, ranked #105.

Betterment LLC first reported a position in USIG in Q2 2020 and has held it in 12 quarters since. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Betterment LLC held 361,816 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $18.5M as of Q1 2026.
Betterment LLC bought 15,728 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $814K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.04% of Betterment LLC's portfolio in Q1 2026, its #105 holding.
Betterment LLC first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 12 quarters since.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.