IWM
VPLS

Iams Wealth Management’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Iams Wealth Management’s Portfolio VPLS Stock Details VPLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.61M Sell
33,652
-301
-0.9% -$23.3K 0.79% 39
2026
Q1 		$2.63M Buy
33,953
+3,488
+11% +$273K 0.92% 31
2025
Q4 		$2.38M Buy
+30,465
New +$2.4M 0.86% 35

Other funds holding VPLS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $715M AUM 24.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Iams Wealth Management's VPLS Position: Q2 2026 in Review

Iams Wealth Management reduced its Vanguard Core Plus Bond ETF (VPLS) stake by 0.89% in Q2 2026, selling an estimated $23.3K and leaving 33,652 shares worth $2.61M. The position accounts for 0.79% of the portfolio, ranked #39.

Iams Wealth Management first reported a position in VPLS in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.63M in Q1 2026. 170 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

  • Iams Wealth Management held 33,652 shares of Vanguard Core Plus Bond ETF worth $2.61M as of Q2 2026.
  • Iams Wealth Management sold 301 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $23.3K.
  • Vanguard Core Plus Bond ETF made up 0.79% of Iams Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Iams Wealth Management first reported a position in Vanguard Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Iams Wealth Management's Vanguard Core Plus Bond ETF position peaked at $2.63M in Q1 2026.
  • 170 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.