IWM
BSV icon

IHT Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

IHT Wealth Management’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 		$8.31M Buy
105,992
+560
+0.5% +$44.1K 0.19% 101
2025
Q4 		$8.31M Buy
105,432
+3,139
+3% +$248K 0.2% 100
2025
Q3 		$8.07M Buy
102,293
+295
+0.3% +$23.2K 0.2% 102
2025
Q2 		$8.03M Sell
101,998
-1,361
-1% -$106K 0.22% 98
2025
Q1 		$8.09M Buy
103,359
+10,471
+11% +$813K 0.25% 84
2024
Q4 		$7.18M Sell
92,888
-83,598
-47% -$6.49M 0.23% 89
2024
Q3 		$13.9M Buy
176,486
+90,644
+106% +$7.06M 0.39% 48
2024
Q2 		$6.58M Buy
85,842
+539
+0.6% +$41.1K 0.25% 81
2024
Q1 		$6.54M Buy
85,303
+1,411
+2% +$108K 0.26% 77
2023
Q4 		$6.46M Buy
83,892
+6,882
+9% +$521K 0.29% 77
2023
Q3 		$5.79M Buy
77,010
+3,572
+5% +$269K 0.29% 72
2023
Q2 		$5.55M Buy
73,438
+5,129
+8% +$391K 0.29% 71
2023
Q1 		$5.22M Buy
68,309
+32,470
+91% +$2.46M 0.3% 69
2022
Q4 		$2.7M Buy
35,839
+29,785
+492% +$2.23M 0.17% 135
2022
Q3 		$453K Sell
6,054
-45
-0.7% -$3.44K 0.03% 482
2022
Q2 		$468K Buy
6,099
+712
+13% +$54.9K 0.04% 401
2022
Q1 		$420K Sell
5,387
-14
-0.3% -$1.11K 0.03% 460
2021
Q4 		$437K Sell
5,401
-2,383
-31% -$194K 0.03% 479
2021
Q3 		$638K Sell
7,784
-4,648
-37% -$382K 0.05% 348
2021
Q2 		$1.02M Buy
12,432
+2,120
+21% +$174K 0.06% 318
2021
Q1 		$848K Buy
10,312
+78
+0.8% +$6.44K 0.06% 307
2020
Q4 		$848K Buy
10,234
+57
+0.6% +$4.72K 0.07% 266
2020
Q3 		$845K Buy
10,177
+5,637
+124% +$468K 0.08% 244
2020
Q2 		$377K Sell
4,540
-6,682
-60% -$553K 0.05% 352
2020
Q1 		$922K Buy
11,222
+74
+0.7% +$6.01K 0.13% 173
2019
Q4 		$899K Sell
11,148
-427
-4% -$34.5K 0.11% 219
2019
Q3 		$935K Sell
11,575
-2,847
-20% -$230K 0.13% 187
2019
Q2 		$1.16M Sell
14,422
-4,433
-24% -$354K 0.17% 141
2019
Q1 		$1.5M Sell
18,855
-2,254
-11% -$178K 0.25% 102
2018
Q4 		$1.66M Sell
21,109
-624
-3% -$48.7K 0.32% 86
2018
Q3 		$1.7M Buy
21,733
+2,276
+12% +$178K 0.37% 65
2018
Q2 		$1.52M Buy
19,457
+1,097
+6% +$85.7K 0.39% 63
2018
Q1 		$1.44M Buy
18,360
+563
+3% +$44.2K 0.39% 52
2017
Q4 		$1.41M Buy
17,797
+424
+2% +$33.7K 0.37% 55
2017
Q3 		$1.39M Sell
17,373
-965
-5% -$77.2K 0.59% 37
2017
Q2 		$292 Buy
18,338
+15
+0.1% +$1.2K 0.14% 182
2017
Q1 		$1.46M Sell
18,323
-734
-4% -$58.4K 0.97% 12
2016
Q4 		$1.51M Buy
+19,057
New +$1.52M 1.14% 8

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IHT Wealth Management's BSV Position: Q1 2026 in Review

IHT Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.53% in Q1 2026, buying an estimated $44.1K and bringing the position to 105,992 shares worth $8.31M. The position accounts for 0.19% of the portfolio, ranked #101.

IHT Wealth Management first reported a position in BSV in Q4 2016 and has held it in 38 quarters since. The position peaked at $13.9M in Q3 2024. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • IHT Wealth Management held 105,992 shares of Vanguard Short-Term Bond ETF worth $8.31M as of Q1 2026.
  • IHT Wealth Management bought 560 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $44.1K.
  • Vanguard Short-Term Bond ETF made up 0.19% of IHT Wealth Management's portfolio in Q1 2026, its #101 holding.
  • IHT Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • IHT Wealth Management's Vanguard Short-Term Bond ETF position peaked at $13.9M in Q3 2024.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.