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Ishares Tr edeg hig yleld shares owned by Betterment

Quarter-by-quarter ownership of Ishares Tr edeg hig yleld (HYDB) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Ishares Tr edeg hig yleld

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edeg hig yleld held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr edeg hig yleld by Betterment

Quarter filed Position value Share count Share price at filing
2024-12-31 $8.5M 180k 47.01
2024-09-30 $7.3M 152k 48.06
2024-06-30 $4.6M 100k 46.44
2024-03-31 $2.9M 61k 46.72

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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
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SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
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Ishares Tr Core Msci Eafe (IEFA)
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SPDR State Street Global Advisors Portfolio S&p600 (SPSM)
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View all positions for Betterment

Top funds holding Ishares Tr edeg hig yleld

Envestnet Asset Management
LPL Financial
State of New Jersey Common Pension Fund D
Sontag Advisory
Ameriprise Financial
Captrust Financial Advisors
Assetmark
IHT Wealth Management
Bank of America Corporation
BlackRock
Kestra Investment Management
Morgan Stanley
Cetera Investment Advisers
Jpmorgan Chase & Co
Manning & Napier Advisors

View all funds holding Ishares Tr edeg hig yleld