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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
2024-03-31 $2.9M 61k 46.72

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Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
SPDR State Street Global Advisors Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
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Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Jpmorgan Usd Emg (EMB)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)

View all positions for Betterment

Top funds holding Ishares Tr edeg hig yleld

Captrust Financial Advisors
Envestnet Asset Management
State of New Jersey Common Pension Fund D
LPL Financial
Ameriprise Financial
Assetmark
TrueNorth
Cornerstone Planning Group
CWM
Bank of America Corporation
Raymond James Financial Services Advisors
Outlook Wealth Advisors
Cetera Investment Advisers
Arden Trust
Morgan Stanley

View all funds holding Ishares Tr edeg hig yleld