Betterment LLC’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Betterment LLC’s Portfolio SIVR Stock Details SIVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.17M	Buy	20,822 +837	+4%	+$58.3K	﹤0.01%	325
2026 Q1	$1.43M	Buy	19,985 +9,214	+86%	+$735K	﹤0.01%	279
2025 Q4	$729K	Sell	10,771 -302	-3%	-$15.9K	﹤0.01%	346
2025 Q3	$493K	Sell	11,073 -2,268	-17%	-$85.5K	﹤0.01%	390
2025 Q2	$459K	Sell	13,341 -6,087	-31%	-$195K	﹤0.01%	372
2025 Q1	$632K	Sell	19,428 -160	-0.8%	-$4.87K	﹤0.01%	308
2024 Q4	$540K	Buy	19,588 +209	+1%	+$6.26K	﹤0.01%	314
2024 Q3	$577K	Sell	19,379 -149	-0.8%	-$4.19K	﹤0.01%	296
2024 Q2	$544K	Sell	19,528 -589	-3%	-$16.2K	﹤0.01%	277
2024 Q1	$479K	Buy	20,117 +670	+3%	+$15K	﹤0.01%	264
2023 Q4	$443K	Buy	19,447 +363	+2%	+$8.08K	﹤0.01%	236
2023 Q3	$406K	Buy	19,084 +1,265	+7%	+$28.6K	﹤0.01%	230
2023 Q2	$389K	Buy	+17,819	New	+$414K	﹤0.01%	219

Other funds holding SIVR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Betterment LLC's SIVR Position: Q2 2026 in Review

Betterment LLC increased its abrdn Physical Silver Shares ETF (SIVR) stake by 4.2% in Q2 2026, buying an estimated $58.3K and bringing the position to 20,822 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Betterment LLC first reported a position in SIVR in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.43M in Q1 2026. 352 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

Betterment LLC held 20,822 shares of abrdn Physical Silver Shares ETF worth $1.17M as of Q2 2026.
Betterment LLC bought 837 abrdn Physical Silver Shares ETF shares in Q2 2026, an estimated $58.3K.
abrdn Physical Silver Shares ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #325 holding.
Betterment LLC first reported a position in abrdn Physical Silver Shares ETF in Q2 2023 and has held it in 13 quarters since.
Betterment LLC's abrdn Physical Silver Shares ETF position peaked at $1.43M in Q1 2026.
352 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

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