IA
BSV icon

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

IFP 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 		$1.74M Sell
22,298
-5,427
-20% -$424K 0.03% 538
2026
Q1 		$2.17M Sell
27,725
-2,420
-8% -$191K 0.05% 427
2025
Q4 		$2.38M Buy
30,145
+11,691
+63% +$922K 0.05% 372
2025
Q3 		$1.46M Sell
18,454
-2,678
-13% -$211K 0.04% 476
2025
Q2 		$1.66M Sell
21,132
-64,688
-75% -$5.06M 0.05% 403
2025
Q1 		$6.72M Buy
85,820
+770
+0.9% +$59.8K 0.21% 102
2024
Q4 		$6.57M Buy
85,050
+13,664
+19% +$1.06M 0.22% 94
2024
Q3 		$5.62M Buy
71,386
+173
+0.2% +$13.5K 0.2% 107
2024
Q2 		$5.46M Buy
71,213
+4,348
+7% +$332K 0.22% 102
2024
Q1 		$5.13M Buy
66,865
+13,060
+24% +$1M 0.22% 99
2023
Q4 		$4.14M Buy
53,805
+2,040
+4% +$154K 0.2% 109
2023
Q3 		$3.89M Buy
51,765
+210
+0.4% +$15.8K 0.17% 112
2023
Q2 		$3.9M Buy
51,555
+12,796
+33% +$975K 0.16% 125
2023
Q1 		$3.08M Sell
38,759
-7,187
-16% -$545K 0.13% 155
2022
Q4 		$3.67M Sell
45,946
-6,604
-13% -$495K 0.1% 201
2022
Q3 		$4.19M Buy
52,550
+1,079
+2% +$82.4K 0.11% 188
2022
Q2 		$4.1M Hold
51,471
– – 0.13% 168
2022
Q1 		$4.1M Buy
51,471
+2,488
+5% +$198K 0.13% 168
2021
Q4 		$3.96M Sell
48,983
-1,433
-3% -$117K 0.08% 152
2021
Q3 		$4.14M Buy
50,416
+638
+1% +$52.4K 0.08% 143
2021
Q2 		$4.09M Buy
49,778
+15,760
+46% +$1.3M 0.08% 138
2021
Q1 		$2.8M Sell
34,018
-7,131
-17% -$589K 0.05% 170
2020
Q4 		$3.41M Sell
41,149
-6,717
-14% -$557K 0.14% 122
2020
Q3 		$3.97M Buy
47,866
+31,813
+198% +$2.64M 0.24% 87
2020
Q2 		$1.33M Buy
16,053
+10,652
+197% +$881K 0.11% 204
2020
Q1 		$442K Sell
5,401
-186
-3% -$15.1K 0.04% 381
2019
Q4 		$449K Buy
5,587
+765
+16% +$61.7K 0.03% 448
2019
Q3 		$389K Buy
+4,822
New +$389K 0.03% 554
2019
Q1 		$279K Sell
3,517
-17,868
-84% -$1.41M 0.04% 397
2018
Q4 		$1.68M Sell
21,385
-10,629
-33% -$829K 0.1% 220
2018
Q3 		$2.5M Sell
32,014
-1,176
-4% -$91.9K 0.1% 218
2018
Q2 		$2.6M Buy
33,190
+5,714
+21% +$446K 0.11% 209
2018
Q1 		$2.17M Hold
27,476
– – 0.1% 225
2017
Q4 		$2.17M Sell
27,476
-3,884
-12% -$309K 0.1% 226
2017
Q3 		$2.5M Buy
31,360
+877
+3% +$70.1K 0.1% 220
2017
Q2 		$2.43M Buy
30,483
+1,902
+7% +$152K 0.1% 220
2017
Q1 		$2.28M Sell
28,581
-226
-0.8% -$18K 0.1% 223
2016
Q4 		$2.29M Buy
28,807
+2,104
+8% +$168K 0.11% 204
2016
Q3 		$2.16M Sell
26,703
-16,601
-38% -$1.34M 0.11% 210
2016
Q2 		$3.51M Buy
43,304
+39,787
+1,131% +$3.21M 0.2% 98
2016
Q1 		$279K Sell
3,517
-27,383
-89% -$2.2M 0.04% 397
2015
Q4 		$2.46M Buy
+30,900
New +$2.47M 0.17% 132

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

IFP Advisors's BSV Position: Q2 2026 in Review

IFP Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 20% in Q2 2026, selling an estimated $424K and leaving 22,298 shares worth $1.74M. The position accounts for 0.03% of the portfolio, ranked #538.

IFP Advisors first reported a position in BSV in Q4 2015 and has held it in 42 quarters since. The position peaked at $6.72M in Q1 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • IFP Advisors held 22,298 shares of Vanguard Short-Term Bond ETF worth $1.74M as of Q2 2026.
  • IFP Advisors sold 5,427 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $424K.
  • Vanguard Short-Term Bond ETF made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #538 holding.
  • IFP Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Vanguard Short-Term Bond ETF position peaked at $6.72M in Q1 2025.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.