Betterment LLC
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Betterment LLC’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Betterment LLC’s Portfolio GVI Stock Details GVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.72M Buy
16,188
+2,372
+17% +$252K ﹤0.01% 269
2026
Q1 		$1.47M Buy
13,816
+69
+0.5% +$7.4K ﹤0.01% 272
2025
Q4 		$1.48M Sell
13,747
-4,613
-25% -$496K ﹤0.01% 265
2025
Q3 		$1.97M Sell
18,360
-75
-0.4% -$8.01K ﹤0.01% 225
2025
Q2 		$1.97M Sell
18,435
-256
-1% -$27.1K ﹤0.01% 211
2025
Q1 		$1.98M Buy
18,691
+80
+0.4% +$8.39K ﹤0.01% 206
2024
Q4 		$1.94M Buy
18,611
+1,361
+8% +$143K ﹤0.01% 206
2024
Q3 		$1.85M Sell
17,250
-593
-3% -$62.8K ﹤0.01% 193
2024
Q2 		$1.85M Buy
17,843
+1,502
+9% +$155K ﹤0.01% 178
2024
Q1 		$1.7M Sell
16,341
-137
-0.8% -$14.2K ﹤0.01% 163
2023
Q4 		$1.73M Buy
16,478
+884
+6% +$90.3K 0.01% 140
2023
Q3 		$1.58M Buy
15,594
+4,915
+46% +$503K 0.01% 131
2023
Q2 		$1.1M Sell
10,679
-187
-2% -$19.5K ﹤0.01% 147
2023
Q1 		$1.14M Buy
10,866
+625
+6% +$64.7K ﹤0.01% 144
2022
Q4 		$1.05M Buy
10,241
+2,251
+28% +$230K ﹤0.01% 147
2022
Q3 		$843K Hold
7,990
– – ﹤0.01% 155
2022
Q2 		$843K Sell
7,990
-498
-6% -$52.9K ﹤0.01% 155
2022
Q1 		$921K Buy
8,488
+175
+2% +$19.4K ﹤0.01% 145
2021
Q4 		$946K Buy
8,313
+2,824
+51% +$323K ﹤0.01% 138
2021
Q3 		$632K Buy
5,489
+304
+6% +$35.2K ﹤0.01% 146
2021
Q2 		$599K Sell
5,185
-213
-4% -$24.6K ﹤0.01% 135
2021
Q1 		$620K Buy
+5,398
New +$628K ﹤0.01% 108
2020
Q3 		– Sell
-1,731
Closed -$204K – 113
2020
Q2 		$204K Sell
1,731
-33
-2% -$3.85K ﹤0.01% 115
2020
Q1 		$202K Buy
+1,764
New +$201K ﹤0.01% 111

Other funds holding GVI

CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Betterment LLC's GVI Position: Q2 2026 in Review

Betterment LLC increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 17% in Q2 2026, buying an estimated $252K and bringing the position to 16,188 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Betterment LLC first reported a position in GVI in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.98M in Q1 2025. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Betterment LLC held 16,188 shares of iShares Intermediate Government/Credit Bond ETF worth $1.72M as of Q2 2026.
  • Betterment LLC bought 2,372 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $252K.
  • iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #269 holding.
  • Betterment LLC first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2020 and has held it in 24 quarters since.
  • Betterment LLC's iShares Intermediate Government/Credit Bond ETF position peaked at $1.98M in Q1 2025.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.