IFG Advisors
BSV icon

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
Q3 		$9.8M Sell
128,855
-2,951
-2% -$228K 1.35% 17
2026
Q2 		$10.3M Buy
131,806
+4,753
+4% +$371K 1.42% 16
2026
Q1 		$10M 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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IFG Advisors's BSV Position: Q3 2026 in Review

IFG Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 2.2% in Q3 2026, selling an estimated $228K and leaving 128,855 shares worth $9.8M. The position accounts for 1.35% of the portfolio, ranked #17.

IFG Advisors first reported a position in BSV in Q2 2021 and has held it in 22 quarters since. The position peaked at $11.1M in Q1 2025. 834 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • IFG Advisors held 128,855 shares of Vanguard Short-Term Bond ETF worth $9.8M as of Q3 2026.
  • IFG Advisors sold 2,951 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $228K.
  • Vanguard Short-Term Bond ETF made up 1.35% of IFG Advisors's portfolio in Q3 2026, its #17 holding.
  • IFG Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2021 and has held it in 22 quarters since.
  • IFG Advisors's Vanguard Short-Term Bond ETF position peaked at $11.1M in Q1 2025.
  • 834 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on IFG Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.