IA
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IFG Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

IFG Advisors’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 		$10.3M Buy
131,806
+4,753
+4% +$371K 1.42% 16
2026
Q1 		$9.96M Sell
127,053
-7,532
-6% -$593K 1.63% 14
2025
Q4 		$10.6M Buy
134,585
+1,505
+1% +$119K 1.77% 14
2025
Q3 		$10.5M Sell
133,080
-2,483
-2% -$195K 1.71% 15
2025
Q2 		$10.7M Sell
135,563
-6,649
-5% -$520K 1.79% 15
2025
Q1 		$11.1M Sell
142,212
-851
-0.6% -$66.1K 2.14% 13
2024
Q4 		$11.1M Buy
143,063
+18,475
+15% +$1.43M 2.2% 12
2024
Q3 		$9.8M Buy
124,588
+20,923
+20% +$1.63M 2.1% 15
2024
Q2 		$7.95M Buy
103,665
+8,613
+9% +$657K 1.88% 14
2024
Q1 		$7.29M Buy
95,052
+8,023
+9% +$615K 1.89% 13
2023
Q4 		$6.7M Buy
87,029
+1,990
+2% +$151K 1.97% 14
2023
Q3 		$6.39M Buy
85,039
+3,411
+4% +$257K 2.27% 13
2023
Q2 		$6.17M Buy
81,628
+3,896
+5% +$297K 2.19% 13
2023
Q1 		$5.95M Buy
77,732
+18,967
+32% +$1.44M 2.34% 13
2022
Q4 		$4.42M Buy
58,765
+17,583
+43% +$1.32M 1.93% 13
2022
Q3 		$3.08M Buy
41,182
+3,404
+9% +$260K 1.56% 14
2022
Q2 		$2.9M Buy
37,778
+16,443
+77% +$1.27M 1.47% 16
2022
Q1 		$1.66M Buy
21,335
+1,618
+8% +$128K 0.73% 25
2021
Q4 		$1.59M Buy
19,717
+4,777
+32% +$389K 0.68% 24
2021
Q3 		$1.22M Buy
14,940
+6,667
+81% +$548K 0.56% 26
2021
Q2 		$680K Buy
+8,273
New +$681K 0.32% 47

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

IFG Advisors's BSV Position: Q2 2026 in Review

IFG Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.7% in Q2 2026, buying an estimated $371K and bringing the position to 131,806 shares worth $10.3M. The position accounts for 1.42% of the portfolio, ranked #16.

IFG Advisors first reported a position in BSV in Q2 2021 and has held it in 21 quarters since. The position peaked at $11.1M in Q1 2025. 639 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • IFG Advisors held 131,806 shares of Vanguard Short-Term Bond ETF worth $10.3M as of Q2 2026.
  • IFG Advisors bought 4,753 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $371K.
  • Vanguard Short-Term Bond ETF made up 1.42% of IFG Advisors's portfolio in Q2 2026, its #16 holding.
  • IFG Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • IFG Advisors's Vanguard Short-Term Bond ETF position peaked at $11.1M in Q1 2025.
  • 639 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.