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
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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 |
|---|---|---|---|
| 2025-09-30 | $14M | 291k | 47.85 |
| 2025-06-30 | $12M | 247k | 47.48 |
| 2025-03-31 | $11M | 222k | 47.09 |
| 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 |