Ishares Tr 0-5yr hi yl cp shares owned by Betterment
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in Ishares Tr 0-5yr hi yl cp
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Quarterly reported holdings in Ishares Tr 0-5yr hi yl cp by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30M | 697k | 43.30 |
| 2025-06-30 | $26M | 592k | 43.14 |
| 2025-03-31 | $23M | 541k | 42.52 |
| 2024-12-31 | $17M | 401k | 42.61 |
| 2024-09-30 | $15M | 343k | 43.42 |
| 2024-06-30 | $11M | 258k | 42.20 |
| 2024-03-31 | $8.6M | 202k | 42.55 |
| 2023-12-31 | $6.6M | 157k | 42.22 |
| 2023-09-30 | $5.8M | 142k | 41.03 |
| 2023-06-30 | $6.4M | 154k | 41.45 |
| 2023-03-31 | $7.2M | 173k | 41.68 |
| 2022-12-31 | $7.4M | 182k | 40.89 |
| 2022-09-30 | $11M | 271k | 40.55 |
| 2022-06-30 | $11M | 271k | 40.55 |
| 2022-03-31 | $14M | 313k | 43.96 |
| 2021-12-31 | $10M | 224k | 45.30 |
| 2021-09-30 | $7.0M | 153k | 45.70 |
| 2021-06-30 | $5.1M | 111k | 46.06 |
| 2021-03-31 | $2.7M | 59k | 45.80 |
| 2020-12-31 | $3.0M | 65k | 45.44 |