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BIP Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

BIP Wealth’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.69M Buy
73,053
+69,691
+2,073% +$5.44M 0.16% 103
2026
Q1 		$264K Sell
3,362
-58,247
-95% -$4.59M 0.01% 401
2025
Q4 		$4.86M Buy
61,609
+10,300
+20% +$813K 0.17% 87
2025
Q3 		$4.05M Buy
51,309
+48,651
+1,830% +$3.83M 0.2% 62
2025
Q2 		$209K Sell
2,658
-1,823
-41% -$143K 0.01% 261
2025
Q1 		$351K Sell
4,481
-305
-6% -$23.7K 0.02% 185
2024
Q4 		$370K Buy
4,786
+1,129
+31% +$87.6K 0.02% 182
2024
Q3 		$288K Sell
3,657
-78
-2% -$6.08K 0.02% 186
2024
Q2 		$286K Sell
3,735
-514
-12% -$39.2K 0.02% 154
2024
Q1 		$326K Sell
4,249
-3,712
-47% -$285K 0.02% 152
2023
Q4 		$613K Sell
7,961
-8,206
-51% -$621K 0.05% 103
2023
Q3 		$1.22M Sell
16,167
-7,942
-33% -$599K 0.11% 68
2023
Q2 		$1.82M Sell
24,109
-13,106
-35% -$999K 0.15% 58
2023
Q1 		$2.85M Buy
+37,215
New +$2.82M 0.31% 48

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BIP Wealth's BSV Position: Q2 2026 in Review

BIP Wealth increased its Vanguard Short-Term Bond ETF (BSV) stake by 2,073% in Q2 2026, buying an estimated $5.44M and bringing the position to 73,053 shares worth $5.69M. The position accounts for 0.16% of the portfolio, ranked #103.

BIP Wealth first reported a position in BSV in Q1 2023 and has held it in 14 quarters since. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • BIP Wealth held 73,053 shares of Vanguard Short-Term Bond ETF worth $5.69M as of Q2 2026.
  • BIP Wealth bought 69,691 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $5.44M.
  • Vanguard Short-Term Bond ETF made up 0.16% of BIP Wealth's portfolio in Q2 2026, its #103 holding.
  • BIP Wealth first reported a position in Vanguard Short-Term Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.