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IFC & Insurance Marketing’s Vanguard Short-Term Bond ETF BSV Stock Holding History

IFC & Insurance Marketing’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
Q1 		– Sell
-335
Closed -$26K – 143
2025
Q4 		$26K Buy
+335
New +$26.4K 0.03% 248

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

IFC & Insurance Marketing's BSV Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 335 shares — an estimated $26K sold.

IFC & Insurance Marketing first reported a position in BSV in Q4 2025 and held it in 1 quarter. The position peaked at $26K in Q4 2025. 1,342 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 335 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $26K.
  • IFC & Insurance Marketing first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Vanguard Short-Term Bond ETF position peaked at $26K in Q4 2025.
  • 1,342 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.